Registration of transfer companies

If your company has a group companies in Workcloud and you have employees who will be transferred from the company they currently work for to another company, please follow the steps below to register the transfer.
Note: Currently, we deal with employees who are not granted special privileges such as admins or HR managers at the company to which they are transferred.
【Example】 From (Current company)    Payroll test
                      To (Company after transfer)   Payroll test2

Setting Ⅰ. Register at the company before being transferred (Current company)
Setting Ⅱ. Confirm and register at the company after being transferred (Transferred company)
To terminate transfer
Employee's usage

Setting Ⅰ. Register at the company before being transferred (Current company)

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① Click on "Company settings" in the ADMINS for the current company (in the example, Payroll test).
② Click on "HR" - "Transfer companies."

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③ Click on "(change)" for the company to which you want to transfer (in the example, Payroll test2).
Note: If you do not see the name of the company to which you want to select the assignment, please contact support.

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④ Click on "Add employees."

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⑤ Set the date to be transferred.
⑥ Set the employee type name at the transferred company.
<Notes>
・If the employee will not be paid at the company to which he/she is transferred, select the "Only Approval" employee type.
・The employee type name displayed is the employee type name registered at the transferred company. If you cannot find the employee type you want to set up, please contact our support team for registration.

⑦ Search for the employee to be transferred and specify with Enter.
⑧ Confirm the employee name specified in ⑦ and click "Save employee IDs".
*Enter "Notes" as necessary. Once entered and registered, they will appear in the Notes of the corresponding employee on the "Transfer companies" screen.

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⑨ The employee's name and start date are now displayed in the company to which the employee is transferred (in the example, Payroll test2).

 

Setting Ⅱ. Confirm and register at the company after being transferred (Transferred company)

① Confirm that the employees set up in the company to which you are transferring are registered.
Note: The employee is registered with the same employee ID as the previous company to which he was transferred.

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② If the start date entered in ⑤ of the "I. Register at the company before being transferred" is not today's date, then the "Hire date" and "Employment condition start date" dates of the assignee need to be corrected.
(Example) The start date entered in ⑤ under "I. Register at the company before being transferred"  was January 1, 2023. However, today is January 23, 2023.

Click "Edit" for "Hire date" on the "Manage employee > Settings > Employment settings" screen.

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③ Specify the date for the "Hire date" and click "Save".
In the same way, specify a date for the "Employment condition start date" from the edit screen and click "Save".

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④ Once you register, they will be reflected in the "Hire date" and "Employment condition start date".

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⑤ Next, register him (or her) to the team.
Click on ADMINS [Teams & organization].

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⑥ Click the name of the team to which you want to belong.
⑦ Click on "Add member."

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⑧ Search for the employee name.
⑨ When the subject appears in the bottom row, click "+".
⑩ Click on "Close."

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To make him (or her) a team leader, click on "↑" on the right side.

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Note: If there is already a team leader, specify which one will be the team's approver.

 

To terminate transfer

Register the end date in the "Transfer companies" screen of the originating company (in the example, Payroll test).

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Follow the same steps from ① through ③ in "Ⅰ. Register at the company before being transferred."
Click on the name of the employee whose transfer you wish to terminate.

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Set the transfer end date and click "Save".

 

Employee's usage

■Switching companies after login
The employee himself/herself can switch the company to be displayed by switching the company in the upper right corner after logging in.

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■If you are an approver in either company

For approval of the company to which you are being transferred, you have to switch the company (Payroll test → Payroll test2 in the example).
Please switch to each company, showing the original company if you are approving the original company, or the transferred company if you are approving the transferred company.
You will see the company that will approve requests. Then click on SUPERVISORS [Approvals] or [My teams] to approve or confirm.mceclip17.png

 

Click here for the Japanese version of this manual.
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