Published on May 26, 2020

Employee Transfer Paperwork

 

 

By CapRelo

Employee transfer letters are given to employees who are being transferred to a different branch, department or location of their employer. The reasons for the letters is more than just common professional courtesy. Transfer letters provide employee and employer the "ground rules" of the transfer.

Learn more about how to write an employee transfer letter with our free article.

The Foundation of A Transfer Letter to An Employee

The purpose and reasons for issuing transfer letters is central to successful employee relocations. Among the motivation and goals of these documents are the following: 

  • Create a written record of the employee's transfer for the personnel file.
  • Provide evidence that the employee's compensation account follows the employee accurately.
  • Track the personnel in each department to ensure a correct head count for staffing purposes.

Whether the transfer is employer-generated or a mutual agreement between employer and employee, the transfer letter offers visible, physical evidence of the move from one department or location to another

Employee Transfer Letter Checklist

Consider the following items as a template from which to create appropriate transfer letters.

  1. The employee's full name and current address, with accurate contact information.
  2. Identify the reason for the transfer
  3. Name of the department or location from which the employee is transferring.
  4. Name of the department or location to which the individual is moving.
  5. The exact effective date the transfer will take place
  6. State the official start date in the new location, if the date is different from the effective date of the transfer
  7. The name of the supervisor in the new department to whom the transferee will report.
  8. The creation or issue date of the transfer letter.
  9. Note the details of the position in the new location, including any bonuses the employee is to receive as a result of the transfer.
  10. Use a standard letter or memo format, whichever is consistent with previous transfer letters issued by the employer.
  11. Closely proofread the letter to ensure accuracy.
  12. Ensure the letter or memo has the original signature of the appropriate person authorizing the transfer.

If there is a change in title or responsibilities, details about those changes may be described. Additionally, changes in titles and duties should be documented for inclusion in the employee's personnel file. The letter should refer to the the company's relocation policy and summary the portions of the policy applicable to the employee. 

The most vital feature of transfer letters is their clarity. They should be straightforward and direct. This will avoid misunderstandings or confusion regarding the transfer.

Employee Transfer Letter Format Template

Having trouble drafting your own employee transfer letter? Check out a basic example below. To see a more in-depth template download our free guide for writing an employee relocation offer letter.

  • Craft a letter that is unique to the employee
  • Include assignment-specific details that will leave little chance of misunderstanding
  • Set employee expectations with regard to relocation: including finances, moving household goods, home finding assistance, and more.
  • Provide a comprehensive employee relocation offer letter template

Transfer Letter Example

[Date]

[Sender’s Name]

[Sender’s Address]

 

Dear [Recipient’s Name],

We see great potential to grow in [transfer location] and wish to offer you a

promotion to [new position] where you will oversee the [responsibilities of the position].

This opportunity will allow you to expand your skills as you move from

the [current position] in [current location] to a different position in [transfer location]. 

 

The company wishes to invest in helping you and your family relocate. This letter summarizes that support in several areas.

New Job Title: [new position]

New Supervisor: [new supervisor]

Department: [new department]

Effective Date of Transfer: [date of transfer]

New Duties: [responsibilities of the position]

New Compensation: [new compensation amount]

 

A summary of the relocation benefits that are extended to you as part of this offer can be found below. Please refer to the relocation policy guidelines for more detailed information on the relocation benefits.

Relocation Expenses

[Details of the relocation expenses the company will and will not cover.]

Household Goods Moving

[Information on moving expenses the company will or will not pay for.]

Home Marketing Assistance

[Explain how home selling assistance will work for relocating employees.]

Home Finding Assistance

[Denote the resources the company will provide the transferring employee during their search for a new home.]

Repayment Agreement Terms

[Include the details of the repayment agreement that the transferring employee may be subject to.]

 

Please review the enclosed information and contact me or Human Resources with questions or concerns. I would appreciate your acceptance of this new opportunity by [desired date].

From,

[Sender’s position and name]

 

Download Our Free Guide: How to Write an Employee Relocation Offer Letter >>