Home Monthly Transactions How to create a Transfer Request

How to create a Transfer Request

Last updated on Sep 03, 2024

1- Click on “Requests” from main menu


2- Click on “New Request” button


3- Choose Request details as follows

3.1-Request For: Required employee from pre-added employees

3.2-Request Type: Choose “Transfer Request” from the drop-down menu


4- Click on “Next” button


5- Scroll down and Fill in Transfer Request required information as follows

5.1-Grade: Job Grade after the transfer is done that is chosen from pre-added grades in Organization Settings

5.2-Job Title: Job Title after the transfer is done that is chosen from pre-added titles in Organization Settings

5.3-Department: Department where the employee is going to be involved in after the transfer is done which is chosen from pre-added departments in Organization Settings

5.4-Business Unit: Business Unit where the employee is going to be involved in after the transfer is done which is chosen from pre-added Business Units in Organization Settings

5.5-Effective Date: Date of applying the transfer

5.6-Reason: Reason behind requesting a transfer

5.7-Add Attachment: an attachment could be added to the request as a complementary or as a proof


6- After filling in Request Information, click on “Submit” button