Sample order for transfer to another position. Sample order for transfer to another position Sample of filling out the unified form T 5

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

Who is drafting the document?

Typically, writing such orders falls 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 the 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 based on an order to transfer an employee to another job

The translation processing algorithm depends on its type. To assign a person to perform another job on a permanent basis, the employer must follow the following procedure:

Conclude an additional agreement that will indicate the nature of the 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 an employee does not agree to a new position, he continues to work as before, in accordance with his employment contract
Based on the additional agreement, a order (instruction) on transfer of an employee to a new position according to the form T-5, T-5a. If the employee requests, the employer is obliged to provide him with a certified copy of this order. The employee signs “I have read the order”.
Make an appropriate entry in the work book (if the work is permanent). In column 4 of the work book you must indicate the details of the transfer order. The entry must be made within a week from the date of issue 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 placing an order

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, reasons for the transfer, etc.

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

After registration, the order must be registered in the internal document register, 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 filled out 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 administrative documentation in accordance with the registration journal, which all companies are required to maintain; the number can be supplemented with letter designations for convenience;
date of transfer to another job - the day when the employee begins new duties;
in the “to” line, you should indicate the date of completion of duties in the new position; 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, data to fill out can be found in the personal T-2 card;
type of transfer - permanent or temporary;
previous place of work - the position and department that the employee is leaving;
reason for movement within the organization;
new place of work - department, position, information about remuneration (rate, salary, allowances);
basis - 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 basis document, and the basis may also be another document, for example, a medical report, if the reason for moving to another work - the employee’s health status, application for transfer from an employee;
approval signature of the director of the company;
employee's introductory signature.

When you can’t and when you can refuse a 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 due to staff reduction or to another location at the initiative of the organization is possible only with the personal written consent of the employee.

It is used in personnel records management to prepare documents when transferring an employee to another job, and serves as the basis for making appropriate entries in other personnel documents.

About forms T-5 and T-5a

The order in the T-5 form to transfer an employee to another job refers to the album of unified forms of primary accounting documentation for labor accounting and payment, form code according to OKUD 03010004.

A variation of such an order is an order in the T-5a form, which is used in the case of the transfer of several employees within one organization at the same time (for example, when changing the staffing table).

Instructions for filling out the T-5 form can be found in Resolution of the State Statistics Committee of Russia dated January 5, 20014 No. 1.

An order in form T-5 is issued to transfer an employee to another job, either permanent or temporary. The main columns contained in the order concern the following information about the transfer:

description of the previous and new places of work (department/structural unit, position (specialty, profession), rank, class (category) of qualifications), tariff rate, salary;
reason for transfer (for example, employee application, change in staffing table);
basis for transfer (order of the head of the organization);
details of the employment contract or additional agreement defining the relationship between the employee and the employer as its parties.

In the case when we are dealing with a permanent change in position, it becomes necessary to sign an additional agreement to the employment contract in which these changes will be recorded.

Form T-5

Reason for transfer

The documentary basis for the transfer of an employee, reflected in the transfer order in form T-5, may be:

Permanent transfer to a new job within the organization at the request of the employee, expressed in the application, as well as with the consent of the manager;
Permanent transfer to another position on the basis of local documents issued and accepted by the organization (memorandum, order of the manager);
Temporary transfer to replace a temporarily absent employee (vacation, long-term illness). The end of such a transfer is the return to work of the main employee;
Temporary transfer to another position based on a medical report (for example, for a pregnant woman until the start of maternity leave). The deadline for such a transfer is indicated in the conclusion itself.

This basis serves to confirm the transfer, indicates the initiator of the transfer (employee or employer), as well as the informed consent of the other party to the labor relationship (the signature of the parties indicates voluntary consent and awareness).

We fill out the T-5 form and make an entry in the work book

The employee must be familiarized with the order to transfer T-5 against signature within three days. Article 66 of the Labor Code of the Russian Federation provides a rule that, on the basis of an order to transfer an employee to another job, an entry is made in the employee’s work book, if we are talking about a permanent transfer.

An entry in the work book about the transfer is made on the basis of an order (instruction) of the employer no later than a week and must exactly correspond to the text of the order (instruction) (clause 10 of the Rules for maintaining and storing work books, producing work book forms and providing them to employers, approved by the Resolution Government of the Russian Federation dated April 16, 2003 N 225 “On work books”).

The entry on the transfer is brought to the attention of the employee by familiarizing the employee with a signature on his personal T-2 card, which repeats the entry made in the work book.

Sample of filling out form T-5

Sample of filling out form T-5a

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There are situations when an employee needs to be transferred to another job - due to operational necessity, for health reasons, or at his own request. In accordance with the Labor Code of the Russian Federation, the transfer of an employee to another job is carried out only with the written consent of the employee. Exceptions may be cases provided for in Parts 2 and 3 of Art. 72.2 of the Labor Code. An employer does not have the right to offer an employee a transfer to a position that is not suitable for him due to health reasons. There are two types of transfer of an employee to another job: permanent or temporary. The transfer can be initiated by either the employer or the employee.

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How to fill out a transfer order correctly

Filling out the T-5 form begins with the details that will provide the document with the necessary legal force. These include:

Title of the document;
- date of preparation of the document, its serial number;
- name of the organization in which the document was drawn up;
- position and surname of the employee responsible for drawing up the document, signature (signature is placed at the bottom of the document).

The name of the organization is indicated in full, that is, exactly as it is indicated in the constituent documents. The following methods can be used to date an order:
- using words and numbers (for example, May 22, 2012);
- Arabic numerals in the order “day, month, year” (for example, 05/22/2012);
- Arabic numerals in the order “year, month, day” (for example, 2012.05.22).
When filling out the T-5 form, OKPO (All-Russian Classifiers of Enterprises and Organizations) and OKUD (All-Russian Classifier of Management Documentation) are used.

The text of the order must begin with the words “transfer to another job.” Next, write the date from which the employee will be transferred. If the transfer is temporary, then the exact timing of the transfer is indicated. This situation may arise, for example, when replacing an employee during a period of parental leave to care for a child under three years of age. Depending on the amount of information, you can expand the rows and columns in tabular forms. According to Part 5 of the State Statistics Committee of Russia dated March 24, 1999 N 20, it is allowed to make changes in the area of expanding lines and columns of the unified document form.

Do not forget to indicate the basis for the transfer, which is usually an appendix to the employment contract.

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During the period of work at the enterprise, its employees can be transferred from one position to another. This can happen for completely different reasons: promotion and demotion, the vacancy of a vacancy, the employee acquiring a new specialty, for medical reasons, etc. Regardless of what circumstances served as the reason for such a rearrangement, this action must be formalized properly. One of the main documents that accompany the transfer of an employee from one position to another within the organization is the order of the manager to transfer to another job in the T-5 form:

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An important clarification: if any changes occur in the name of an employee’s position in the process of carrying out his activities, but the essence of the job functions performed remains the same, there is no need to draw up a transfer order.

What is the basis for the order?

Who is drafting the document?

Basic rules for placing an order

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

An example of filling out an order to transfer an employee to another job using the T-5 form

The standard sample in the T-5 form is quite simple and should not cause any difficulties during registration.

The first part of the T-5 form

The first part of the document indicates the full name of the organization, the OKPO code (in accordance with the registration papers), as well as its internal document flow number and the date of its preparation.
Below is the period during which the employee will work in another position.

If the transfer is temporary, then the start date and end date of the work (if the latter is known) should be indicated.
If the transfer is made on an ongoing basis, then you only need to set the date from which the employee will be obliged to begin his new duties.

In addition, with a permanent transfer, information about it must be entered into the employee’s personal file, as well as an additional agreement to the employment contract must be drawn up with him (on changes in working conditions, etc.).

The second part of the T-5 form

In the second part of the document, information about the employee’s previous place of work is first entered, namely the structural unit where he worked and his position (in accordance with the staffing table). In the next line you need to indicate the reason for the transfer.

The second table contains information about the new location:

department name,
job title,
as well as the size of the tariff rate and all possible allowances due to the employee.

Next, you need to provide a link to the documents that served as the basis for issuing the order: usually this is either a statement from the employee or a memo from his immediate superior. If the transfer is caused by some other factors (for example, an employee’s illness), then data from the supporting document (for example, a medical report) must be entered here.

Finally, the order should be given to the employee for review. Without his signature, the document will have no legal significance.

When you can’t and when you can refuse a transfer

The employee himself can, at any time and for any reason, refuse a transfer initiated by the employer, and also demand that he be provided with another, more suitable position, with working conditions that suit him.

A mandatory condition of the agreement between the employer and the employee is the existence of an employment contract, properly executed in accordance with the Labor Code (LC) of the Russian Federation. This document specifies the rights and obligations of the parties. During the period of validity of the employment contract, the employee may be transferred to another job (Articles 72, 73 of the Labor Code of the Russian Federation).

The reasons for the transfer may be different:

· another position or work on a permanent or temporary basis, as a result of which the terms of the employment contract significantly change;

· changing the functions of the unit in which the employee is located;

· change of location of the employer;

· transfer to work for another employer by transfer;

· medical report drawn up in accordance with the current legislation of the Russian Federation.

When is it necessary to issue an order to transfer an employee to another job?

The transfer is issued in the form of an order for an enterprise or organization. The unified form T-5 of such an order (instruction) was approved by Decree of the State Statistics Committee of the Russian Federation dated January 5, 2004 No. 1. According to the All-Russian Classifier of Management Documentation (OKUD), it corresponds to code 0301004. The order form is filled out by the responsible person of the personnel service or the accountant of the enterprise or organization and signed by it leader. After this, the employee reads the text and signs. The employee’s consent to the transfer is mandatory, excluding episodes of temporary transfer specified in Article 72.2 of the Labor Code of the Russian Federation. The unified form T-5 of the order must include a list of grounds for transfer. It is not allowed to transfer an employee to another position if there are medical contraindications.

The transfer of an employee should not be confused with his movement to another workplace (clause 3 of Article 72.1 of the Labor Code of the Russian Federation), which does not entail changes in the labor function and, accordingly, the terms of the employment contract.

Sample of filling out the unified form T-5

The unified form T-5 is filled out in a certain sequence. There is no particular difficulty here. The transfer order form has a standard A4 format.

Let's look at a sample filling.

The order of filling out the fields:

name of the organization - the full name of the enterprise or organization in accordance with the constituent documents;
OKPO;
number and date of document preparation;
the period of validity of the transfer to another job, indicating the start and end dates;
full last name, first name and patronymic of the transferred employee;
employee personnel number;
indication of the previous place of work, including the name of the structural unit, information about the position and qualifications, and the reasons for the transfer;
indication of the new place of work, including information about the new structural unit, position and qualifications, wage rate and bonus (if planned);
the basis for the transfer, including data on changes made to the employment contract or a list of other documents on the basis of which the employee is transferred;
signature of the head of the enterprise or organization indicating the position, surname and initials;
personal signature of the transferred employee confirming familiarization with the order indicating the date.

The filling sample demonstrates the procedure for filling out the unified T-5 form and allows you to quickly deal with this issue. But, in any case, attentiveness is necessary, which should not be forgotten.