How to Transfer an Employee in Synclo
Before you begin
Before transferring an employee, make sure you have:
• HR Admin or Company Admin access
• the employee record available in the system
• the new department, designation, or location already configured
• approval for the transfer if required by company policy
Review the employee’s current assignment before making changes. This helps prevent reporting and payroll issues later.
Why this setup matters
Employee transfers occur when someone moves to a new department, location, team, or role. Recording these changes correctly keeps reporting structures, approvals, attendance, and payroll data accurate.
Steps
1. Sign in to Synclo and open the HR module
Log in to app.synclo.com using an account with permission to manage employee records.
2. Open Employee Management
Navigate to Manage Company > Employee Management to access employee profiles.
3. Find the employee
Use the search bar or filters to locate the employee who is being transferred.
4. Open the employee profile
Select the employee and open View & Edit Employee Profile.
5. Review current assignment details
Check the employee’s current department, designation, location, and reporting manager before making any updates.
6. Update transfer information
Change the department, designation, location, or other job-related fields based on the transfer requirements.
7. Update reporting authority
If the transfer changes the employee’s manager, select the new reporting authority to maintain the correct approval structure.
8. Review compensation details if required
Check whether the transfer affects salary, allowances, benefits, or grade assignments.
9. Save the transfer changes
Click Save Changes to apply the updated assignment.
10. Verify the transfer record
Review the employee profile and directory to confirm that all changes were applied correctly.
What happens next
After transferring an employee, you can:
• update approval workflows
• maintain accurate reporting structures
• ensure payroll reflects the latest assignment
• keep organizational records current
This helps all connected HR processes continue without interruption.
Quick Tips
• Verify the new reporting manager before saving changes
• Review department assignments after organizational changes
• Update location information if the employee changes office or branch
• Confirm payroll impact before finalizing the transfer
Troubleshooting
• Employee still appears in the old department
Refresh the employee directory and verify that changes were saved.
• Reporting approvals are incorrect
Review the reporting authority field and update it if necessary.
• Payroll information is outdated
Check whether salary or benefit adjustments are required after the transfer.
• Changes cannot be saved
Make sure all required fields contain valid information.