Should I issue 'promotion' or 'transfer' letters when an employee changes jobs?
Topic:

Should I issue 'promotion' or 'transfer' letters when an employee changes jobs?

January 17, 2017
Should I issue 'promotion' or 'transfer' letters when an employee changes jobs?

Issuing a formal letter to an employee who is transferring internally or being promoted is helpful for your records, as well as your employee's. Providing transfer letters creates records for your employee's personnel file, helps to ensure that an employee's compensation account follows them accurately, and helps a company maintain a head count of various departments.

Composing the Letter

Generally, the transfer or promotion letter includes:

  • Employee's full name
  • The departments the employee is transferring between
  • The reason for the transfer
  • The official start date

Other details regarding changes in duty, monetary support for the transition, or the voluntary or involuntary nature of the transfer needn't be addressed in the letter. The most important characteristics of a transfer letter are clarity and brevity.

Helpful Link

12 Key Points in an Employee Transfer Letter - CapRelo Blog

This communication is for informational purposes only; it is not legal, tax or accounting advice; and is not an offer to sell, buy or procure insurance.

This post may contain hyperlinks to websites operated by parties other than TriNet. Such hyperlinks are provided for reference only. TriNet does not control such web sites and is not responsible for their content. Inclusion of such hyperlinks on TriNet.com does not necessarily imply any endorsement of the material on such websites or association with their operators.

Additional Articles
esac.png
ESAC Accreditation
We comply with all ESAC standards and maintain ESAC accreditation since 1995.
irs.png
Certified PEO
A TriNet subsidiary is classified as a Certified Professional Employer Organization by the IRS.5.