Register an entity transfer employee

Steps for data import

1. Employee Master: Import the same employee master from the old entity into the new entity.
2. DOJ in Employee Master: The Date of Joining (DOJ) in the new entity must be unique.
3. 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.
4. 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 note for employee transfers

1. Employee code: Register the employee in the new entity with a new employee code.
2. 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.
3. Mark DOJ on the EPFO portal: Register the transferred employee in the new entity’s EPFO portal with the same DOJ as mentioned in the new entity.
4. Exit date in the old entity: Mark the exit date in the old entity for the transferred employee.
5. Exit date on the EPFO portal: Update the exit date on the EPFO portal with the same exit date as marked in the old entity.