Customize Promotion and Transfer Request workflows

This help page demonstrates steps to customize promotion and transfer request workflow for the team members. To customize the workflows for promotions and transfers, you need to:

  1. Log in as HR Manager.
  2. Go to Settings >> Manager Services Settings >> Promotion, Increment, Transfer Settings.The Promotion & Transfer Module Setting page appears. The page displays the roles that are involved in the promotions and transfers of employees and allows you to provide them view and edit rights.
  3. Select View checkbox for a role to allow view rights to that role for the Promotion & Transfer ModuleThe Workflow dropdown appears for each user under  Edit column.

    The Workflow dropdown allows you to configure the approval workflow for the Promotion & Transfer. For example, if you select Mgr To HRM option from the Workflow dropdown for Manager Permissions role, then when a manager creates a promotion/ transfer request for an employee, the request would be approved by the HR manager. Else if the workflow selected is Direct Lite then the promotion/ transfer request will be directly approved without any workflow.


  4. Select the appropriate workflow for the Promotion & Transfer request approval for the users from the corresponding Workflow dropdown. The available options are:
    • No: Allows you deny edit rights to the user.
    • Direct Lite: Allows direct approval or self approval. This option can be selected for the HOD, CEO or other senior executives of the company
    • Emp To HRM: Allows employee’s promotion/transfer request to be approved directly by HR.
    • Emp To Mgr To HRM: Allows employee’s promotion/transfer request to be approved by the manager and then by HR.
    • Mgr To HRM: Allows the manager to create a promotion/transfer request for a subordinate and then send it to HR manager for approval.
    • Emp to Mgr: Allows employee’s promotion/transfer request to be approved directly by the manager.
  5. Configure the permissions for all the users in the same manner.
  6. Select the features that you want to allow from the Allowed Features field and then click Update.The Promotion & Transfer Module is successfully configured.

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