How to transfer employees from one payroll to another

In the Jisr Human Resources system, the feature of 'Transferring an employee from one payroll to another' is a vital tool that facilitates the efficient and smooth management of human resources.

By using this feature, the payroll supervisor or those with the authority can easily transfer employees between payrolls within the company to meet work needs. This feature allows the transfer of employees from one payroll to another, where each payroll has its own settings regarding deduction dates, payment dates, and other settings that may vary from one payroll to another.

Conditions that must be met for the system to approve the transfer of an employee from one payroll to another:

1- The payroll to which the employee will be transferred and the payroll from which the employee will be transferred must have an open attendance sheet and not be closed.

2- The new payroll must not have been closed, confirmed, or exceeded.

3- None of the payrolls have been confirmed, rejected, or reviewed

4- The employee does not have an open leave settlement

5- The employee has resumed his leave

6- The employee is active

7- The employee is not included in a trial payroll

Steps to transfer employees from one payroll to another:

1. The user with the authority (payroll admin) goes to the payroll from which employees are to be transferred, then clicks on settings and navigates to the 'Employees included' tab.

Note: Users can search for employees through a filtering process to select specific employees in the process based on business units, departments, nationality, etc.

2. The user selects employees by clicking on the box next to the employee's name to reveal the 'Move employees' icon.

Or the user can do another way to “move employees” by clicking on “Settings” then “View payroll Settings” then selecting the payroll and clicking on Settings.

You can also click on “Add Employees” from within the payroll.

3- The user chooses the name of the payroll to which the employees are to be transferred.

4- The user sees the deduction date specific to the payroll where the employees are being transferred.

5- Finally, the user clicks on 'Move employee' to transfer the employees to the other payroll.

Note: User cannot move employees to a payroll with overdue payruns, and must skip all overdue payruns before moving employees.