How to Register Entity Transfer Employee
Steps for Data Import:
- Employee Master: Import the same employee master from the old entity into the new entity.
- DOJ in Employee Master: The Date of Joining (DOJ) in the new entity must be unique.
- CTC Master:
- Update the CTC Master of the transferred employee in the new entity through the Appraisal module using the new entity DOJ as the effective date.
- If the CTC remains the same in the new entity, there's no need to update the CTC Master through the Appraisal module.
- Leave Balance:
- Check the remaining leave balance from the old entity.
- Manually adjust or upload the CSV file with the remaining leave balance in the new entity.
Points to Acknowledge for Employee Transfers:
- Employee Code: Register the employee in the new entity with a new employee code.
- DOJ: Register the employee in the new entity with the effective date (DOJ) from which you want to process their salary in the new entity.
- Mark DOJ on EPFO Portal: Register the transferred employee in the new entity’s EPFO Portal with the same DOJ as mentioned in the new entity.
- Exit Date in Old Entity: Mark the exit date in the old entity for the transferred employee.
- Exit Date on EPFO Portal: Update the exit date on the EPFO Portal with the same exit date as marked in the old entity.