Employee Transfer in Frappe HR: Recording Employee Transfers
An Employee Transfer records an employee moving to a different department, branch, designation, or company, effective from a transfer date. Like a promotion, it captures the change as a dated event and applies it to the Employee record when the transfer takes effect keeping a clean trail of where people have moved.
You will find it under Home > Human Resources > Employee Lifecycle > Employee Transfer.
BEFORE YOU START
You’ll need the Employee being transferred, and to know exactly what’s changing department, branch, designation, or company.
How to create an Employee Transfer
- Open the Employee Transfer list and click New.
- Select the Employee.
- Set the Transfer Date, when the move takes effect.
- In the Transfer Details table, add a row for each change: the Property (such as Department or Branch), its Current value, and the New value.
- Save, then Submit.
How the changes apply
The transfer details are applied to the Employee record on the transfer date, so a transfer entered ahead of time simply activates on the right day the employee’s master updates exactly when the move happens, not when you recorded it.
Transferring to a different company
If the transfer is to a different company, Frappe HR offers options to handle the move cleanly such as creating a new employee ID for the receiving company. This keeps the records of each company tidy while preserving the employee’s history across the move.
NOTE
As with promotions, recording moves through the Employee Transfer document rather than editing the Employee record directly keeps a dated history of every transfer, which is invaluable for understanding an employee’s journey and for audits.
TIP
For a cross-company transfer, think through what should carry over leave balances, reporting lines, and so on and use the available options when creating the transfer. Handling it properly at this step avoids untangling mismatched records later.
Related Topics
- Employee Promotion
- Employee
- Department
- Branch
SUMMARY
An Employee Transfer records an employee’s move to a different department, branch, designation, or company as a dated event. Create one by selecting the employee, setting the transfer date, and listing each change in the Transfer Details table with its current and new value, then submit. The changes apply on the transfer date, transfers to a different company offer options like creating a new employee ID, and recording moves this way keeps a clear, auditable history.
