Work Items

Work items page allows you to view the status of all transfer requests initiated.

To view the status of transfer requests:

The Work items page opens displaying the status of transfer requests.

The details displayed in the Work items page are:

Work item details

Column

Description

Sl. No.

Displays the serial number

Movement ID

Displays the unique code ID assigned to the transfer request

Effective date

Displays the date from when the transfer will be effective

Show

Displays the More Details link.

To view more details of a transfer request:

  1. Click More Details against the transfer request.

The Details window appears.

The details displayed are:

Table 2: Unique code ID details

Field

Description

Moving to

Reporting officer

Displays the name of the reporting officer to whom the employee is to be transferred

Department

Displays the department to which the employee is to be transferred

Process

Displays the name of the process to which the employee is to be transferred

Division

Displays the name of the division to which the employee is to be transferred

Branch

Displays the name of the branch to which the employee is to be transferred

Effective date

Displays the date from when the transfer will be effective

Moving from

Status

Displays the status of the transfer request such as:

  •  The transfer request is in pending status by both approvers

  • The transfer request has been approved by first approver

  •  The transfer request has been rejected by first approver

  • The transfer request has been rejected by both the approvers

  • The transfer request has been rejected by final approver

  • The transfer request has been approved by both approvers

Employee name

Displays the name of the employee to be transferred

Reporting officer

Displays the name of the current reporting officer of the employee

Final Approver

Displays the name of the HR manager who needs to approve the transfer request

Department

Displays the name of the department in which the employee is currently working

Process

Displays the name of the process in which the employee is currently working

Division

Displays the name of the division in which the employee is currently working

Branch

Displays the name of the branch in which the employee is currently working

Reason

Displays the reason for transfer

  1. Click .

Unique code ID dialog box closes.

Note 1:   The number of transfer requests displayed can be modified by changing the number in the Show drop-down box.

Note 2:   To view the legend for the different level of approval, hover over .

To generate a report with customized output based on a date range:

  1. In the From Date text box, select the date range.

  2. In the Till Date text box, select the date range.

  3. Click Filter.

Transfer requests initiated within the selected date range are listed.

 

To generate a report of transfer requests with Complete status only:

A report including only those transfer requests that have Complete status is displayed.

 

 

Click to know more:

Team Transfer