Needed To Do When Transferring Employee to Another Company

1. Download Leave Balance Report

2. Back Up Filed Transaction.

​3. Backup or generate salary information

4. Download loan records [reports - payroll - loan record]. Then, Need to mark as Paid all the loans of employee. 

5. For those employees who are enrolled on a fixed schedule, here is a guide on how to remove an employee from the fixed schedule group 

For those employees who are enrolled on a compressed schedule, here is a guide on how to remove an employee from the compress work schedule group

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6. Deactivate employee in current payroll period group.

7. After that, we can transfer now the employee in another Company.

8. After transferring the employee to another Company, now we need to: 

    Enroll employee in new payroll period group. 

For employees who are assigned on a fixed schedule: How to enroll employee on a fixed schedule 

 
For employees who are assigned on a flexi schedule: 
How to enroll employee on a flexi schedule 

9. Re-setup the approver setup. 

10. Re-setup Section Manager Personnel. 

11. Upload/Encode the leave credit of employee (for Manual Credit only).

      For manual upload leave credits.

      For manual encode leave credits.

12. Re-enroll all the loans of employee. 

Note: After transferring the employee, please check / setup: 

1. Check Government setup/deduction setup

http://help.hrweb.ph/article/how-to-set-fixed-sss-amount-deduction-per-employee

http://help.hrweb.ph/article/how-to-set-pagibig-contribution-employee-contributions

http://help.hrweb.ph/article/how-to-set-fixed-philhealth-amount-deduction-per-employee

2. Re-setup Salary Information & other payroll related information

http://help.hrweb.ph/article/how-to-add-salary-information-to-employees

http://help.hrweb.ph/article/how-to-manual-upload-the-salary-information-of-employees