Personnel transfer order. Order on transfer to another position within the organization: sample. Reasons and grounds

Sometimes situations arise that require the transfer of an employee to another job. It doesn’t matter what was the reason: the state of health, the production need or the desire of the employee. It is important that this fact must be documented. We will tell you in this article how to properly draw up paperwork on the transfer of employees.

The order to transfer to another job was officially approved by the Decree of the State Statistics Committee of the Russian Federation on 01/05/2004 N 1. This document is issued when transferring or moving an employee to an adjacent position within the same organization or branches. The act is also filled out when the employee moves to a new location (transfer to another department).

Grounds for issuing an order

The transfer order is drawn up on the basis of:

A memorandum containing the reason for the forced transfer, if the transfer is forced.
written by an employee with his personal consent;
The conclusions of doctors on the state of health of the employee to be transferred;
Production delays (up to 1 month);
In case of accidents at work (until the causes of force majeure are eliminated).

Features of storing a transfer order

According to the Labor Code of the Russian Federation, a transfer order drawn up according to the T-5 / T-5a forms is a document of a permanent storage period: the order remains in the company for 75 years from the date of its signing. The terms are regulated by the Order of the Ministry of Culture of Russia dated August 25, 2010 N 558.

How to draw up an order on bonuses for employees and in what cases employees are entitled to bonuses, you can find out

Order forms

The act is drawn up and in free form, and according to unified forms T-5a and T-5.

When writing an order in a derivative form, a form is used, drawn up in accordance with the requirements of GOST.
Forms are also used: T-5a, when several employees need to be transferred at once, and T-5 when transferring one person.

Transfer order structure

Regardless of the form in which the transfer order is drawn up, The document contains the following points:

Name;
The serial number of the act;
Name of organization and OKPO;
Full name of the employee / employees;
Name previous place(department) of work indicating the position;
Date of preparation;
The basis on which the transfer takes place;
Salary increase for new position and previous salary.

You can learn how to draw up an order for hiring an employee and download its sample.

Arbitrary form of order

To draw up an act of transfer in any form, an organization form drawn up in accordance with GOST must be used. The text of the order should not contain an introduction: the first word should be "Translate".

The next paragraph states (the sequence is preserved):

Name and position held;
New position and branch;
Date of transfer of the employee to a new position;
The motive for the translation.

Example:

TRANSLATE

1. Lozhkin Vitaly Vladimirovich, process engineer, with his consent to the position of a programmer from March 20, 2016 in the information technology department.

2. Install Lozhkin V.V. wages in the amount of 25.000 rubles. per month.

3. For the Deputy Director to hold Lozhkin V.V. briefing on safety and labor protection rules.

4. To acquaint V.V. Lozhkin with this order. under painting.

Base: Written consent of Lozhkin V.V., Art. 25 of the Labor Code, a personal statement of the directors of the departments where the employee is transferred, and memo chief structural unit.

An order to transfer an employee to another position - a sample to fill out:

Sample order for the transfer of an employee to another position.

How to fill out an order to transfer an employee to another job in the T-5 and T-5A forms?

When using the established forms T-5a and T-5, filling out the order is simplified, since the necessary columns have already been filled in. The documents themselves are filled out by employees of the personnel service in the personnel department.

Basic rules for filling out an order

1. Name of organization included in the act in its entirety.

2. The OKPO code is indicated in accordance with the document received at.

3. The date of the order can be affixed in three ways:

December 23, 2015
23.12.2015
2015.12.23

4. When transferring from temporary work to permanent count The date is not filled in.

5. The type of transfer in T-5a is crossed out, in T-5 it is written manually in the designated column.

6. The start time of work at the previous position is indicated in the form according to employment contract or in accordance with the memorandum.

7. The period for which an employee can be transferred at the initiative of the director, is 1 month.

Order on the transfer of an employee to another job - a sample to fill out you can download

Order on the transfer of an employee to another job form T-5:

Sample order for the transfer of an employee to another job form T-5.

Order to transfer an employee to another job form T-5a:

Sample order for the transfer of an employee to another job form T-5a.

Possible difficulties in filling out forms T-5 and T-5a

As mentioned above, in the case of transfer to a "permanent" date in the order is not indicated. However, with a temporary transfer, it happens that it is impossible to predict the time the employee will return to his position. For example, in the case of a long-term illness of an employee who held a position, pregnancy, missing, etc.

In such cases, there are two methods of registration of the column date:

In line By describes the event that will mark the end of the transfer of the employee. The event is described in full, so you can increase the size of the column and the number of lines.
The second method involves filling in the column after the specified event .

If, due to health problems obtained during production activities, the employee is transferred to a position with a reduced salary, payments are recalculated.

The accounting department has the right to an additional act, and the director has the right to refer to it when filling out the Tariff rate column. The addition of lines in this column is provided for by law.

How to arrange the transfer of an employee to another job and for how long it can be done, you can find out in the following video:

In the case of an employee being transferred to a new position within the same company, an appropriate order is issued in a single T-5 form. Blank and finished sample, as well as the features of filling out the form - discussed in the article.

Compiled when an employee is transferred to a new position (within the same company). The transfer may be due to various reasons:

moving to another region (to work in a branch or at the head office of the company);
replacement of another employee (for example, in connection with a long sick leave);
transfer to a new department in connection with the reorganization of structural units, etc.

An employee can switch to both permanent and temporary work - the content and form do not change from this.

Sample and order form 2017 - 2018

A blank T-5 form is shown below.

And here is a finished sample that can be used when drawing up an order.

NOTE. Both printed and handwritten filling (in blue or black pen) is allowed. However, blots, corrections, illegible text, tears and other violations are prohibited. If an error is found, a new document should be drawn up, and the old one should be torn.

Filling instructions

The document must fill in all fields that contain the following data:

Codes for OKUD and OKPO.
The name of the organization (an abbreviated version is allowed, for example, Romashka LLC or IP Svetly V.A.).
Date of compilation and date of translation in the format 12/11/2017.
The final transfer date is filled in in cases where it is initially known that the employee will replace another employee temporarily, and the deadline is defined. Temporary transfer is possible in many situations, for example:

replacement of an employee who went on maternity leave, the end of which is known;
replacement of an employee who received a medical contraindication, in connection with which treatment was prescribed, the expiration date of which is known;
the transferring employee received a temporary medical contraindication, and the end date of treatment is also known in advance, etc.

In other cases, a dash is put in this field (you can also just leave it blank).

Full surname, first name and patronymic of the employee, his personnel number.
The type of transfer is permanent or temporary. In the case of temporary, as a rule, it is known beforehand how long the employee will hold another position.
Next, you need to specify former place work: the structural unit (if any) is prescribed - usually this is a department, as well as the full name of the position. The name must exactly match the one indicated in the employment contract, work book and other documents.
Similar information is provided for the new place (regardless of whether it will be temporary or permanent): the name of the structural unit (if any) and the title of the position.
The salary is described by the tariff rate and the allowance (if any). The amount is indicated in figures with an accuracy of kopecks (if necessary, the symbol "00" is written). If there is no surcharge, the field should be left blank.
The last part indicates the date of preparation and the number of the employment contract. The responsible person (usually the director of a division or branch) signs, decrypts the signature (surname, initials) and writes down the full name of his position.
On the very bottom line, the employee must put his personal signature and the date of familiarization. A similar signature and date are entered in the register of internal documentation, which is kept in free form.

NOTE. In the line "Date ... from ... to ..." fill in the date of the transfer. As for the string "by", there are different versions of its origin, one of which is discussed above ( temporary transfer). Along with this, sometimes instead of a date, a possible reason is prescribed that would stop working in a new place - for example, complete recovery and removal of relevant medical contraindications.

Reverse side of the order

An employee of the personnel department, at his own discretion (as well as at the request of management), can create notes on the reverse side:

about undelivered things that are still registered with the employee;
about the equipment for which he is still responsible;
about unsubmitted documents, which he must bring on time and others.

The company may use own sample transfer order instead of (or along with) the T-5 form. However, it is preferable to use this particular document - it is convenient because it contains almost all the necessary fields, it is filled in simply and clearly.

How to reflect the tariff rate

This issue also needs further consideration. The current labor legislation provides that if an employee is transferred to a position that obviously should be paid lower due to medical contraindications, then lower pay is not allowed. Labor Code prescribes maintaining the average earnings in the current place for at least 1 month from the day the transfer is made.

However, if the disease is directly related to professional activity(e.g. injury due to an accident at work), then the average earnings from the old place of work must be maintained until the day when:

the employee will make a full recovery;
or a permanent disability will be recognized, the onset of which occurred as a result of work injury or other disease associated with professional activity.

Both cases must be supported by relevant medical documents. Such non-standard situations you should not rush to fill it out - first you need to carefully analyze the situation and find out the position of the current labor legislation.

Transfer order

From the perspective of the HR department, the order looks something like this:

Leadership declares its intentions.
An order is being made.
An appropriate entry is made in the work book (as shown in the sample below).

In the case of a temporary transfer, an entry in the work book is not required.

If several employees are transferred at once

In most cases, it is more advisable to use another form - T-5a, which completely coincides with the main one. The only difference is the presence of additional lines in which data about employees are entered. An example document is shown below.

When hiring, the position is indicated in the employment contract with the employee. An indication of the position, profession or specific type of assigned work - required condition employment contract (part 2 of article 57 of the Labor Code of the Russian Federation). However, this does not mean that once an agreed position of an employee cannot be changed in the future. It may change when the employee is transferred to another position.

When can an employee be transferred?

The transfer of an employee to another position involves a permanent or temporary change in his labor function.

V general case transfer to another position is allowed only with the written consent of the employee (part 1 of article 72.1 of the Labor Code of the Russian Federation). But there are exceptions to this rule.

So, for example, an employee can be transferred without his consent for up to 1 month to another position to prevent or eliminate the consequences of the following emergency events (part 2 of article 72.2 of the Labor Code of the Russian Federation):

natural or man-made disaster;
industrial accident;
accident at work;
fire, flood, famine, earthquake, epidemic or epizootic;
any exceptional case that endangers the life or normal living conditions of the entire population or part of it.

Also, the transfer of an employee to another position without his consent for up to 1 month is allowed in cases of downtime, the need to prevent the destruction or damage to property, or to replace a temporarily absent employee, if such circumstances are caused by the above emergency events. Although if the new position involves a lower qualification, the transfer is still allowed only with the written consent of the employee (part 3 of article 72.2 of the Labor Code of the Russian Federation).

If the initiative of the transfer comes from the employee, the transfer is possible with the consent of the employer. Although in some cases the employer is obliged to transfer the employee to another position. For example, this applies to the transfer of an employee to another job in accordance with a medical report (Article 73, 254 of the Labor Code of the Russian Federation).

The transfer of an employee to another position is issued by order. The form of the order to transfer an employee to another position is given below.

We draw up an order to transfer an employee to another position

Since the position of the employee is a mandatory condition of the employment contract, the preparation of the order must be preceded by the conclusion of an additional agreement to the employment contract with the employee. This agreement must include a new labor function worker. And then the employer draws up a transfer order. The form of the order for transfer to another position is arbitrary. But the employer can also use the unified order for transfer to another position in the forms No. T-5 or No. T-5a (approved by the Decree of the State Statistics Committee of 01/05/2004 No. 1). The order for the transfer indicates the full name. the employee being transferred, the “old” and “new” positions, the date and reason for the transfer, the new salary. It is also necessary to indicate whether this is a permanent or temporary transfer. In the latter case, you need to clarify the transfer time. It is necessary to familiarize the transferred employee with the order against signature.

Here is a completed sample order for transfer to another position, drawn up in a unified form No. T-5.

Such an order may be issued in any of the following ways:

By filling out a standard form T-5 or T-5a (for processing the transfer of several employees), approved by the Decree of the State Statistics Committee of the Russian Federation of 01/05/2004 No. 1 (hereinafter referred to as Decree No. 1). This form can be used when transferring a worker to another job within one organization or to another locality together with the employer.
By filling out a form developed by the organization independently.

Since the indicated standard forms became optional from January 1, 2013 (see information from the Ministry of Finance of Russia No. PZ-10/2012), a private organization has the right to issue the relevant internal documents in any form adopted in such an organization (see clarifications from Rostrud in a letter dated February 14, 2013 No. PG/1487-6-1).

How to draw up an order form for transferring an employee to another position in free form (sample)

When compiling its own form of order, the organization should rely on the requirements of GOST R 6.30-97.

It is recommended to place the text of the order on the letterhead of the organization. Otherwise, it is necessary to compose the text part in such a way that it is clear from its content in which organization personnel changes are being made.

Main part administrative document should begin with the word "translate". Next, enter the following information:

FULL NAME. and the position of the employee being transferred to another job;
the name of the unit and the new position of the employee;
the dates of the beginning and end of the transfer period (or an indication of the event with the occurrence of which the end of the transfer period will be associated), the type of such transfer, its reason and grounds, working conditions in the new position.

The document is drawn up in a single copy, signed by the head of the organization. The relevant employee gets acquainted with him against receipt.

An example of such an order is provided below:

Order to transfer an employee to another position: how to fill out the form correctly

When filling in significant details of orders of this type, the following explanations should be followed:

When filling out the "Structural unit" column, it can be written as a name separate subdivision, and department, workshop, section, etc. (see clause 16 of the resolution of the plenum of the Armed Forces of the Russian Federation of March 17, 2004 No. 2).
When filling in the field with the expiration date of the transfer period, a dash is put in it if the employee is transferred to permanent job. If an employee will work in a new position only until a certain event occurs (for example, until the main employee returns from maternity leave), this column should indicate this event. There is another option: register the event in the "Type of transfer" field, and enter the end date after it occurs.
When filling in the "Tariff rate" field, you must specify the amount. In some cases (for example, when transferring to a lower-paid job), it is permissible to add lines and make the necessary comment (for example, about keeping the employee’s average earnings in the previous position for a specified time, etc.).
When filling out the “Basis” line, you should indicate the details not of the employment contract, but of the document that served as the basis for changing its conditions (additional agreement, medical report on the impossibility of working in the previous position, statements by the employee himself, etc.). If the employee was hired without concluding an employment contract before 10/06/1992, the line "Basis" is filled in according to the above rules, and the field "Change to the employment contract" remains empty (see Instructions for the use and filling out forms of primary accounting documentation, approved by the resolution No. 1).

Thus, an order for transfer to another job can be drawn up both in a unified form and in an arbitrary form, indicating all significant details.

Such a document is drawn up in a single copy. It must contain the signatures of the head of the organization and the transferred employee.

Orders issued by company management must always have a basis. In this case, they may be statement written on behalf of the employee himself (with the rationale for this desire) or memorandum from the head of the structural unit, which must contain strong arguments for the completion of this procedure. If the transfer occurs at the initiative of the employer, then the employee must first be poisoned notification about the upcoming changes in his career.

Who is preparing the document

Usually, writing such orders is within the competence of a specialist in the personnel department, a lawyer, the head of a structural unit, or, in extreme cases, the secretary of an enterprise. But, regardless of who is filling out the document, it must be approved by the director, as well as by the transferred employee himself.

Preparation of documents on the basis of an order to transfer an employee to another job

The algorithm for processing a translation depends on its type. To assign a person to perform other work on a permanent basis, the employer should follow the following procedure:

To conclude supplementary agreement, which will indicate the character new work, position, salary, name of the structural unit, etc. This agreement is signed by two parties (employer and employee) and is considered an integral part of the contract itself. If the employee does not agree to a new position, he continues to work, as before, in accordance with his employment contract
On the basis of an additional agreement, order (instruction) on the transfer of an employee to a new position in the form of T-5, T-5a. If the employee requests, the employer must provide him with a certified copy of this order. The employee signs “Acquainted with the order”.
Make an appropriate entry in the work book (if the work is permanent). In column 4 work book you must specify the details of the transfer order. The entry must be made within a week from the date of issuance of the order.
Enter information about the appointment in the employee's personal card (if the work is permanent).
Entries are made in other documents organizations.

Basic rules for ordering

Today, the law says that an order to transfer an employee from one position to another can be issued in a free form. However, many enterprises and organizations in the old fashioned way prefer to use the previously approved and widespread T-5 form. This is understandable: the form contains all the necessary data, including information about the employer and subordinate, information about the former and new place of work, the reasons for the transfer, etc.

The order can be filled out both by hand and on a computer, but it is printed in a single copy and, after writing, is transmitted first to the manager for signature, and then for review by the employee for whom it was drawn up. His autograph on the document will indicate that he agrees with the transfer to a specific position with the designation of a specific tariff rate and other conditions.

After registration, the order must be mandatory registered in the internal register of documents, and then transferred for storage to the personnel department.

The procedure for filling out the order form in the T-5 form

The order form must be completed with the following information:

name of the employer's company, OKPO;
number and date of issue of the order - the number is determined by the numbering of the administrative documentation in accordance with the registration journal, which all companies are required to keep, the number can be supplemented with letters for convenience;
date of transfer to another job - the day when the employee starts new duties;
in the “to” line, the date of completion of the performance of duties in the new position should be indicated, the field is filled in if the transfer is made for a limited period;
Full name, personnel number of the employee to be transferred to another job within the organization, the data to be filled in can be found in the T-2 personal card;
type of transfer - permanent or temporary;
former place of work - the position and unit that the employee leaves;
reason for movement within the organization;
new place of work - unit, position, information about wages (rate, salary, allowances);
ground - a document justifying the transfer, as a rule, an additional agreement is drawn up to the employment contract, which specifies changes in the place of work, indicates the number and date of this ground document, and another document may also be the ground, for example, a medical report, if the reason for moving to another work - the state of health of the employee, transfer application from an employee;
approving signature of the director of the company;
familiarization signature of the employee.

When you can not and when you can refuse to transfer

There are situations in which the employer does not have the right to refuse to transfer an employee to another position: this is the employee’s pregnancy and the presence of young children, the presence of medical indications, etc. But, for example, a transfer to reduce staff or to another locality at the initiative of the organization is possible only with the personal written consent of the employee.

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