Staff accounting> Staff administration> Resolution journals> Transfer

You can transfer an employee to a different division or position by creating and confirming (posting) a transfer resolution. Use this form to create transfer resolutions.

Task that uses this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview

Enter or view the details of the transfer resolution.

General

Enter or view details about the journal number, date of issue, resolution number, journal name, description, and details of salary or position change.

Reason

Enter the reason for the transfer resolution.

Blocking

Select or view details about the current status and user of the journal, which employees or user groups have access, and whether the journal is locked.

History

View the details about the posted transfer resolution.

Buttons

Button

Description

Lines

Open the Transfer resolution linesform and enter the line details of the transfer resolution.

Validate

Validate the resolution lines.

Close

Post the transfer resolution journal line.

Restore

Restore the changes for the transfer resolutions.

Log

View the Infologmessage.

Print (d)

Open a menu with the following items:

  • Form T-1a– Print the No. T-1areport.

  • Form T-5a– Print the No. T-5areport.

  • Form T-8a– Print the No. T-8areport.

  • Form T-6a– Print the No. T-6areport.

  • Form T-9a– Print the No. T-9areport.

  • Form T-11a– Print the No. T-11areport.

  • Changing staff list– Change the staff list resolution.

Recalculation

Recalculate the vacation resolution journal lines.

Note Note

This button is available on the Historytab.

Fields

Field

Description

Name

Select the journal name for transfer resolutions.

Journal

The unique journal number.

Resolution date

Select the date of issue of resolution.

Resolution number

The unique identification number for the resolution document.

Note Note

The resolution number is automatically entered according to the number series that is assigned for the selected journal name.

Lines

The number of journal lines.

Posted

Indicates whether the journal is posted.

In use

Indicates whether the journal is in use.

Description

The description of the journal name.

Change of salary of position

Select this check box if a transfer resolution is used because of change of salary of position.

Note Note

If the employee is transferred By staff list, the Salaryfield is automatically populated with the salary rate value specified for the position in the Organizational chart. Where necessary, the Salaryfield can be set manually.

Reason

Enter the reason for the transfer resolution.

Private

Select this check box to mark the journal as private.

Used by user

The person who is currently using the journal.

Private for user

Select the login ID of the user for whom the journal is marked private.

Locked by system

Indicates that the journal is locked.

Private for user group

Select the user group that the journal is private to.

Posted

Indicates whether the journal is posted.

Posted by

The login ID of the person who posted the journal.

Original journal No.

The journal number that the lines are transferred from.

See Also