Viewing Transfer and promotion documents

To view "Transfer and promotion" documents:

Go to Payroll.
Under HR recordkeeping, click Transfers and promotions.

The Transfers and promotions list is displayed. Its columns can vary depending on the list settings. In the list, you can view the following details:

Date. Date of the "Transfer and promotion" document.
Number. The document unique identifier.
Operation. The payroll action that the document reflects. Either of the following:
- Change of occupation and payment conditions.
- Change of payment conditions.
Company. The company that hired an employee. The company is available if the Manage multiple companies checkbox is selected in Settings > Company.

To quickly find a certain "Transfer and promotion" document in the Transfers and promotions list:

Sort the list by column by clicking a column header. To change the sorting order, click the header again.
Search the list using the search field above the list.
Filter the list using the filter pane above the list. You can specify the following filters:
- Employee. An employee specified in the document.
- Company. The company that hired an employee. This filter is available if the Manage multiple companies checkbox is selected in Settings > Company.
- Department. The department an employee belongs to. This filter is available if the Accounting by business units checkbox is selected in Settings > Company, under Departments.

To view the "Transfer and promotion" document details:

In the Transfers and promotions list, double-click the document line. The document is displayed. For the description of the document fields, see Creating Transfer and promotion documents.

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