Transfer Employees

A guide to the employee transfer function in Payboy

Jasmine avatar
Written by Jasmine
Updated over a week ago

Summary

Under certain circumstances, especially in larger companies, employees might be transferred to work for different organizations within the overall company. To facilitate this process, we have included an employee transfer function so that you may easily manage the movement of employees within your company without having to onboard them again.


  • From the side menu, go to Employees > Transfer Employees

  • Select the last day the employees will be working in the organization

  • Select the organization you would like your employees to transfer from

  • Click Next 

  • Select the first day the employees will be working in the organisation
    (Note: This has to be later than later than the last date employees work in the previous organisation)

  • Select the organisation you would like your employees to transfer to

  • Select the department, position, employment type, and pay scheme
    (Note: The pay scheme will remain the same if left blank)

  • Click Next

  • Select the Employees you would like to transfer. You may apply filters and enter employee names/NRICs to streamline the search

  • If you have selected multiple employees but would like to customize their transfer details individually, you may do so by opening up an optional customize form in this last step. The settings will override those provided in the "Transfer to" section. If you are only transferring 1 employee, this function is unnecessary.

  • Click Next

  • You will be brought to a confirmation page. Click Confirm to verify the transfers.


Feel free to contact us if you face any difficulties through the support chat icon on the bottom right of the screen or email support@payboy.biz. We will get back to you within 3 working days.

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