======================================================
Transfer Request
======================================================

About
======
A Transfer Request is used to move an employee to a new department, job position, or branch.


Menu Path
==========

To access the menu, go to :menuselection:`Employees --> Operations --> Transfer Request`

List View
==========

.. image:: image/transfer_request_list_view.png

Form View
==========

.. image:: image/transfer_request_form_view.png


Process of creating a Transfer Request:
========================================

* Click the **New** button at the top left of the screen.
* Fill in the fields:

  * **Employee Name**
  * **Effective Date**
  * **Transfer Type**
  * **Proposed Department**
  * **Destination Manager**
  * **Proposed Designation**
  * **Recommended By**
  * **Reason**

* You can also click **Upload your file** under **Supporting Documents** if needed.

.. image:: image/transfer_draft_state.png

* Click **Save**.
* The **Transfer Request** is now in the **Draft** state.

.. note:: HR Users can create and submit transfer records, while HR Managers hold the authority to approve or reject them. Neither role can edit a record once it is Approved or Rejected.

* Click **Submit** to move the state to `Submitted`.

.. image:: image/transfer_submitted_state.png

* After **Submit**, both the **Accept** and **Reject** buttons become visible in the header for the HR Manager.
    * **Accept** button to officially approve the **Transfer Request**.
    * **Reject** button to deny the request.

.. note::
    If you click the **Reject** button, the state moves to the **Rejected** state.

    .. image:: image/transfer_request_rejected.png

* Click the **Accept** button.

.. image:: image/transfer_request_approved.png

* The **Transfer Request** will now be in the **Accepted** state.

* For employees associated with an accepted transfer request record:
  
  * In their employee profile, the system updates the following values:

    * **Proposed Department**
    * **Destination Manager**
    * **Proposed Designation**
    * **Proposed Branch** is visible, if the **Transfer Type** is set as `New Branch`.

.. image:: image/transfer_proposed_branch.png

* After the request is **Accepted**, the system updates the data in the Employee's profile:

.. image:: image/transfer_employee_updated_profile.png

Demo Video for Employee Transfer Request
=============================================

.. .. video:: video/demo_video_for_.mp4
    :width: 650
    :align: left


After the cron job executes
============================

* The **Scheduled Action (Cron Job)** is run on a daily basis to process pending records.

.. image:: image/transfer_request_cron_job.png

.. note:: 
  * When the cron job executes, it processes all employee records where the assigned **Effective Date** matches the current system date.
  * The system then automatically updates their active Employee Profile fields to match the approved values specified in the Transfer Request Form.

* **Transfer Request**:

.. image:: image/transfer_request_form_for_cron_job.png

* **Employee's Profile Before Cron Job**:

.. image:: image/employee_profile_before_transfer_cron_job.png

* **Employee's Profile After Cron Job**:

.. image:: image/employee_profile_after_transfer_cron_job.png