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

January 17, 2017・1 min read
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Should I issue 'promotion' or 'transfer' letters when an employee changes jobs?

Table of contents

  • 1.Composing the Letter
  • 2.Helpful Link

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 article is for informational purposes only, is not legal, tax or accounting advice, and is not an offer to sell, buy or procure insurance. It may contain links to third-party sites or information for reference only. Inclusion does not imply TriNet’s endorsement of or responsibility for third-party content.