Employee Transfer
How to use Employee Transfer in Onboarding & Offboarding: access, working steps, fields, related records and troubleshooting.
Purpose and access
Use the applicable employee lifecycle records and assigned activities to coordinate joining, transfer and separation. Account access, asset custody, documentation and final payroll each have their own responsible owner.
This page is a record page in Human Resources → Onboarding & Offboarding. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Employee, Transfer Date, Employee Transfer Detail.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Employee Transfer from Human Resources → Onboarding & Offboarding, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Employeeemployee | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Employee Nameemployee_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Transfer Datetransfer_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Companycompany | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
New Companynew_company | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Departmentdepartment | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Department |
Employee Transfer Detailtransfer_details | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Employee Property History |
Create New Employee Idcreate_new_employee_id | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
New Employee IDnew_employee_id | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee Transfer |
Child tables
Employee Transfer Detail — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Propertyproperty | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Currentcurrent | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Newnew | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.