PUNJAB
NATIONAL BANK
HUMAN RESOURCES
DEVELOPMENT DIVISION
H O: 7,
Date: 16.04.2007
TO ALL OFFICES
HRD DIVISION CIRCULAR NO. 392
REG:
TRANSFER POLICY FOR OFFICERS.
Service
conditions of officer staff are governed by PNB (Officers’) Service
Regulations, 1979, as amended from time to time. Regulations 47, 48 and 49 lay
down provisions relating to transferability which read as under:
Reg. 47: Every officer is liable for transfer to any office or branch of
the Bank or to any place in
Reg. 48: Every officer shall be available for Bank’s duties at any time
of the day.
Reg. 49: Joining Time on Transfer:
49(i) An
officer shall be eligible for joining time on one occasion, and not
exceeding
seven days, exclusive of the number of days spent on travel,
to
enable him:
a)
to join a new
post to which he is appointed while on duty in his
old
post,
or
b)
to join a new
post on return from leave.
(ii)
During the
joining time, an officer shall be eligible to draw the
emoluments as applicable to the place
of transfer.
(iii)
In calculating
the joining time admissible to an officer, the day on which
he is relieved from his old post shall be excluded,
but public holidays following the day of his relief shall not be included in
computing the joining time.
(iv) No
joining time shall be admissible to an officer when the transfer does not
involve a posting to a different place.
(v) No
joining time will be admissible to an officer when his posting is of a
temporary nature, irrespective of the fact that the posting is to a place or
station other than the one at which he is permanently posted.
Besides,
Transfer Policy as well as modifications to some of the provisions of the
Transfer Policy for officers has been discussed in the various Central MRM
Meetings held with the All India Punjab National Bank Officers’ Association and
accordingly, instructions on Transferability and Posting of officers have been
issued by the Bank from time to time.
As desired by the All India Punjab
National Bank Officers’ Association and with a view to consolidate the instructions
on transfer and posting of officers for ready reference, the same are presented
as Annexure 1 – ‘Transfer Policy for Officers’. These instructions
should however be read along with the Regulations referred to above.
The
following is the list of Circulars and Circular Letters which stand superseded by
this circular, to the extent they apply to officers:
Circulars:
- Personnel Division
Circular No. 1642 dated 29.10.1998
- Personnel Division
Circular No. 1650 dated 04.12.1998
- Personnel Division
Circular No. 1691 dated 10.11.1999
- Human Resources
Development Division Circular No. 96 dated 18.07.2002
- Human Resources
Development Division Circular No. 129 dated 24.01.2003
- Human Resources
Development Division Circular No. 135 dated 18.02.2003
- Human Resources
Development Division Circular No. 324 dated 02.06.2006
- Human Resources
Development Division Circular No. 331 dated 30.06.2006
- Relevant portion
of Human Resources Development Division Circular No. 383 dated 28.03.2007
Circular
Letters:
- Personnel Division
Circular Letter No. 20/81 dated 31.03.1981
- Personnel Division
Circular Letter No. 30/81 dated 13.06.1981
- Personnel Division
Circular Letter No. 30/84 dated 31.03.1984
- Personnel Division
Circular Letter No. 37/87 dated 20.07.1987
- Personnel Division
Circular Letter No. 41/87 dated 22.08.1987
- Personnel Division
Circular Letter No. 42/89 dated 19.09.1989
- Personnel Division
Circular Letter No. 15/97 dated 10.06.1997
- Personnel Division
Circular Letter No. 22/97 dated 05.11.1997
- Personnel Division
Circular Letter No. 25/99 dated 27.10.1999
(O.P. ARORA)
DEPUTY GENERAL MANAGER
Annexure 1
TRANSFER POLICY
FOR OFFICERS
v
STAY AT ONE OFFICE / STATION:
i)
No officer
shall remain in the same office for more than 3 years. The period of stay in the office will exclude
the period of service as workman in the same office.
ii)
No officer
shall remain for more than 7 years at the same station. The period of stay at
one station will exclude the period of service as workman in the same station.
iii)
Normally, an
officer should be allowed to stay at one office for a period of 3 years, unless
in the meantime, he is promoted and has to be transferred to another
office. He can, however, be allowed to
continue in the same office on promotion, provided there is a suitable vacancy
in the higher scale / grade and he has not completed 2 years’ stay at this
office.
Officers posted at a branch for unduly long period,
in violation of the above stipulated period, are likely to develop
interests. In order to eliminate the
scope for frauds and corruption, Rotational transfers must be effected
regularly.
If in any case, Regional Manager feels an exception
is required, he is to make out a case and the Zonal Manager has to go through
the reasons before agreeing to defer the transfer proposal.
For transfers to be effected before completion of an
year’s stay at a station, prior concurrence should be obtained from the Zonal Manager. For transfers to be effected after a year’s
stay but before expiry of 2 years, reasons for effecting transfers should be
advised to the Zonal Manager. Reasons should also be stated in the copy of
transfer orders endorsed to the Human Resources Development Division, HO.
iv) Competent
Authorities to effect transfer of officers:
·
Officers in JMG
Scale-I:
i)
Before
completion of 1 year stay
in
a branch / office :
Zonal Manager
ii) After
completion of 1 year but before
completing 2 year stay in a branch / office : Regional Manager.
However,
reasons /
justification
should be
furnished to
the Zonal
Manager in
such cases.
iii) After completion of 2 years stay : Regional Manager
iv)
Inter-Regional Transfers within the Zone :
Zonal Manager
·
Officers in MMG
Scale-II & III:
Intra-Regional
/ inter-Region transfers
(both
admn. and on request) within the Zone : Zonal
Manager
·
Inter-Zone
transfers of all officers : HRDD, HO
v
POSTING / STAY / ROTATIONAL TRANSFER OF OFFICERS IN
ADMINISTRATIVE OFFICES:
a) Officers
posted in Administrative offices such as HO Divisions, Zonal / Regional Office
etc. should have adequate experience of working in branches, preferably as
Incumbent Incharge. Due to their experience at branch level, they would be
better equipped for conceptual, analytical and decision making skills required
for formulation / implementation of guidelines.
b) The
normal tenure of an officer at Zonal Office or any other Administrative office
may be 3 to 5 years and on completion of the term, the officer should generally
be posted in branches. Transfer from one Administrative office to another
should be avoided.
c)
While effecting
the rotational transfers, the requirement of the offices and the expertise of
the officers in specific areas like Credit, Foreign Exchange, Investment etc.
should be kept in view and the authority competent to transfer can exempt such
officers until suitable substitutes are trained. The same procedure be followed
in case of Technical officers like SSIOs, Engineers, Chartered Accountants, Law
Officers etc.
d) Transfer
of officers working in Foreign Exchange offices / Overseas branches etc.
whenever effected under the para ‘Stay at one office / station’ should only be
made in consultation with respective Divisions at Head Office.
v
TRANSFER OF TECHNICAL OFFICERS:
Transfer of Technical Officers such as Agriculture
Officers, SSI Officers, Economic Officers etc. will normally be made by the
Regional Manager in consultation with the Zonal Manager. For inter-Zonal
transfers, the Competent Authority will be Human Resources Development Division,
Head Office.
v
TRANSFER ON PROMOTION:
i) All
officers on promotion should be transferred to outstation offices, provided
they have completed a period of 2 years’ stay at the same station. This rule
will not, however, apply to officers posted in metropolitan towns of
As a matter of prudent policy, it is always
desirable that an officer required to assume higher responsibilities should
normally be moved out from his previous office to another one, either in the
same station or outside as per needs of the Bank.
ii)
Officers
promoted to MMG Scale-II under the Fast Track Channel shall invariably be
posted out of their parent zone irrespective of vacancy position in the parent
zone.
iii)
An officer
transferred to other office / station on promotion or in the same capacity
should not be transferred back to the same station / office within a period of
2 years.
iv) Government
Guidelines on transfer of Physically Handicapped Employees:
In terms of the Government guidelines, subject to
administrative exigencies, a physically handicapped employee in the Bank, in
all cadres, whose relevant disability is to the extent of minimum 40% and who
has been given Disability certificate by the Chief Medical Officer, should
normally be exempted from routine periodic outstation transfers. He should not
normally be transferred even on promotion if a vacancy exists in the same
Branch / Office / Town / City. When the
transfer of a physically handicapped employee becomes inevitable on promotion
to a place other than his original place of appointment due to non-availability
of vacancy, it should be ensured that such employee is kept close to his
original place of posting and in no case is transferred to far off / remote
places. This concession would not be
available to such of the handicapped employees who are transferred on grounds
of disciplinary action or are involved in fraudulent transactions.
The Chairman & Managing Director of the Bank may
grant exemption in individual cases of physically handicapped officers keeping
in view whether the handicap is of such a nature that it is not possible for
them to serve in a rural / semi-urban branch.
(In view of the above, the complete case of such officers, should be
sent to Human Resources Development Division, HO through Regional / Zonal
Manager giving the details of handicap and their recommendations.)
v) Posting
of officers promoted from Clerical cadre through Seniority Channel :
a)
Special
Assistants / Clerks on promotion as officers on the basis of seniority-cum-absence
of demerit and interview should be transferred to a station other than the one
at which they were working as Special Assistants / Clerks. Relaxation can, however, be made in cases
where such employees have not completed 3 years’ stay at the existing station.
b)
Lady Special
Assistants on promotion as officers through seniority-cum-absence of demerit
and interview, may not, however, be transferred to outstation offices provided
there is a vacancy of officer at the same office / station.
v
TRANSFER ON REQUEST:
i)
An officer
transferred to other Zone / Region on promotion will not be eligible for
transfer back to the same Region / Zone for a period of 2 years. This is also
applicable to those officers who on promotion, are retained in the same Zone
but allocated to a different Region in the Zone. However, all the transfers
will be effected subject to requirements of the Bank and availability of
vacancies and subject to the provisions of Regulation 47 of the PNB (Officers’)
Service Regulations.
ii)
Officers
joining the Bank as Management Trainees may be considered for transfer from the
Zone allocated to them on completion of their training period to any other Zone
after completion of 2 years of their stay there.
iii)
Lady officers
transferred on promotion to any other Zone / Region shall be eligible to seek
transfer after completion of 1 year stay in that Zone / Region.
iv)
The physically
handicapped employees, who are sent out of their Zones on all promotions, shall
be eligible to seek transfer back to original Zone after completion of 1 year
stay in other Zones. The request of physically handicapped employees for
transfer back to original Zone shall be considered provided no disciplinary
action case is pending against them.
v)
The proforma
for seeking request transfer by officers is available as per Annexure 2.
Branch Managers / Regional Managers / Chief Managers should ensure before
giving the recommendations that the transfer application is complete in all
respects and the information particularly at column no. 7 & 8 is duly
filled in. Leave availed in excess of Privilege leave earned / Sick leave due
for the period of stay in the transferee Region / Zone during their stay at the
transferee Region / Zone as also the period of temporary transfer/posting out
of the transferee Zone / Region, if any, shall be excluded from the total
period of stay at the transferee Region / Zone for determining their
eligibility to seek transfer.
vi)
The transfer
application of the officers should not be rejected on the grounds that
integrity of the officer is doubtful and these should be considered on merits,
i.e. the reasons given and as per the roster system maintained in the
administrative offices along with the requests of other officers. Further, if the integrity of the officer is
doubtful, this information should be supplied to the concerned authorities in a
confidential manner.
vii)
At the time of
relieving of officers in the case of inter-Region / Zone transfers, it must be
ensured that the officer has submitted upto date PAF and Annual Return of
Assets & Liabilities.
viii)
In case an
officer makes a request for posting in a rural branch in a Zone, he should
immediately be posted there. In case of non-availability of vacancies in rural
branches, the names of officers be entered in a roster for posting in rural
offices on an ongoing basis. In case of non-availability of rural branches in
the Zone the officer may be asked to give his choice of another Zone where his
services can be utilized in rural branches. Such requests be sent to HRDD, HO.
The posting to rural branches of such officers be made according to roster on
an ongoing basis.
v
MAINTENANCE OF TRANSFER ROSTER:
A roster should be maintained in all the Regional /
Zonal Offices to register representations for transfer from eligible officers.
As far as possible, transfers should be made in the order of receipt of such
representations. Departure from this roster may be made only in cases with
pressing compassionate grounds or in the case of an officer who has longer stay
out of the Region to which he wants to go than the officer registered earlier.
v
RECORDING OF TRANSFER REQUESTS AND TRANSFER ORDERS
(BOTH ADMINISTRATIVE AND REQUEST TRANSFERS) IN HRMS:
The instructions issued vide PNB Parivar (HRMS) Circular
Letter no. 7/2006 dated 01.04.2006 in respect of recording of transfer requests,
PNB Parivar (HRMS) Circular Letter no. 25/2006 dated 15.07.2006 in respect of administrative
transfer orders and PNB Parivar (HRMS) Circular Letter no. 26/2006 dated
26.07.2006 in respect of request transfer orders (relieving and reporting),
should be strictly adhered to at the concerned level.
v
IMPLEMENTATION OF TRANSFER ORDERS:
The transfer orders issued at various levels should
be implemented on time. In order to ensure that uniform pattern is adopted in
the matter of implementation of transfer orders, the following should be
ensured for the purpose of relieving the officers on transfer for any reason:
a) In
cases of transfer on promotion, as per the date of reporting stipulated by HO,
no representation etc. should be forwarded for change of date of reporting and
the officers concerned should be relieved
as per the stipulation in the letter of promotion / deployment / transfer etc.
b) In
cases of Rotational transfers, for transfers within the same station officers
concerned should be relieved within 7 days, for transfers within the same
Region - within 2 weeks, for inter-Region transfers - within 1 month.
The above periods are only outer limits and
transfers should normally be implemented immediately after they are issued. In
case of Incumbents Incharge, it should be stipulated that he should handover
charge to next man and proceed to take up the new assignment.
c) In
the case of inter-Zone transfers, as and when the transfers are approved by HO,
transfer orders should be implemented within a maximum period of 3 months and
compliance thereof reported to Human Resources Development Division.
If due to exigency of work or any other valid
reason, exception is warranted in any specific case, the same may be considered
by the next higher authority to the authority empowered to consider the
transfer of the officer concerned.
v
CANCELLATION OF TRANSFER ORDERS:
Officers can seek cancellation of their transfer
requests till the time their orders have not been issued. Once the transfer
orders have been issued no request for cancellation of the same will be
entertained.
The transfer orders are issued keeping in view the
manpower requirement at the required places and suitable substitutes are
provided from other Zones. Non-relieving of officers in spite of approval of
their transfer request or cancellation of their orders at that stage creates
imbalance in the whole manpower planning exercise.
v
TRANSFER DURING AUDIT:
The Incumbent Incharge (where the Second Man is not
fairly senior / conversant) should not, as far as possible, be transferred
during the course of audit as the outgoing Incumbent Incharge would be busy in
handing over charge to the incoming Incumbent.
Further, as far as possible, Branch Managers / Officers during the
course of inspection should be sanctioned leave only when it is absolutely
necessary.
v
TRANSFER OF SPORTSMEN:
Those Officers, who are sportsmen and who have
played or have been playing in PNB teams may be posted, as far as possible, in
cities within the Regions where avenues for playing games are available. Further, sportsmen working as Clerks /
Special Assistants on qualifying for promotion as officers, through selectivity
process may be retained in the existing Zone, even though on merits they have
to go out, provided, they fulfill the following eligibility criteria:
-
They should be
members of All India PNB team and must have represented PNB in open tournaments
/ State level tournaments or they must have represented the State at National
level. The posting of such of the
players in the same Zone, on their promotion as officers shall be subject to
annual review and the officers concerned may be considered for transfer to
places in other Zones where similar sports facilities may be available.
Exemption from rural branch experience may be
considered in respect of those active sportsmen officers who participate in the
games indicated by the Banks’ Sports Board, at State or National level. Cases of such officers may be referred to the
Human Resources Development Division, HO for
approval of the Competent Authority.
v
TRANSFER GUIDELINES REGARDING DIFFICULT, HILLY AND
HARD AREAS:
i) Officers
posted in the interior of the rural / difficult / high altitude areas, shall be
eligible for transfer after completion of a period of 2 years’ stay at such
stations. They may be transferred at one
of the 3 places of their choice, if suitable vacancy is available there,
otherwise they may be asked to give more choices of stations and, as far as
possible, they may be posted at one of these stations.
[ RMs have been delegated with the powers to
identify and approve the areas as ‘difficult centers’ on the basis of
discussions in the Local MRMs with the representatives of Officers’ Association
(AIPNBOA) ].
ii) Officer
posted in hard areas (only such places which have been identified by the State
/ Centre as hard area) shall be eligible to seek transfer to other areas in the
same Region (non-hard areas, as far as possible) after a stay of 1 year at
these stations.
v
TRANSFER OF OFFICERS POSTED AT NORTH-EASTERN REGION:
In terms of the guidelines, officers transferred
from other parts of the country for posting in NER, are eligible for posting
for a period of 3 years at a place of choice out of 3 places to be indicated by
them, on completion of their tenure in NER.
It is clarified as under:
The requisite tenure in respect of officers who are
posted to NER in the same scale on administrative grounds to meet the exigencies
of Bank business as also in respect of officers posted to NER on promotion
shall be 2 years.
The above guidelines shall not apply to Management
Trainees posted to NER on their first assignment after completion of the
training.
v
TRANSFER OF OFFICERS POSTED IN
Presently, officers transferred to branches in
v
POSTING OF OFFICE BEARERS OF TRADE UNIONS /
ASSOCIATIONS:
Office Bearers of Central / State / Zonal Committee
or even that of local units of any Trade Union/Association should not be posted
in the Staff / Establishment Section at Regional / Zonal Offices and at
Training Centers.
v
POSTING/TRANSFER OF FACULTY MEMBERS AND OTHER ALLIED
MATTERS:
With a view to avoid the inconvenience faced by the
Training Centers and to maintain the quality of training, it should be ensured
that shifting of the Faculty members / Training Managers posted at the various
Training Centers to the field, and posting of new members is not resorted to
without seeking the prior consent of Human Resources Development Division,
HO.
v
POSTING OF OFFICERS WHO HAVE MENTALLY RETARDED
CHILDREN:
The Government of India, Ministry of Finance,
Banking Division in consultation with IBA has examined the issue of posting of
Officers / employees whose children are mentally retarded at the place of their
choice as the facilities for medical aid and education of such children are not
available at all stations and such children require special care and support of
their parents and has advised as under:
a) As
far as possible banks may consider on merit of each case, posting of the parent
at a place which will facilitate special medical care, education and
rehabilitation of his / her child;
b) Such
posting may not be claimed as a matter of right. Banks may decide each case
after being satisfied from an examination of medical records / reports from
competent medical authority that the child would need special medical and
educational support beyond the scope of normal / ordinary medical and
educational systems. No special consideration would be necessary if the mental
handicap / disability is mild and the normal educational system will settle
with extra coaching;
c) The
posting of the employee parent to a place having facilities for treatment and
training of mentally handicapped / spastic children would be subject to
availability of vacancy / post at the place of choice, corresponding to his /
her cadre, grade and specialization. The rules regarding rural / semi-urban
service, however, would be relaxed in such cases; and
d) If
the posting / transfer is necessitated on account of promotion / re-categorization
of post, effort may be made to post the officer to a place closest to the
centre where appropriate medical and educational facility would be available to
the child.
The aforesaid guidelines may be kept in view while
affecting the transfers of those officers who have mentally retarded children.
v
POSTING OF OFFICERS BEFORE 3 YEARS OF RETIREMENT:
Officers during the period of 3 years preceding
their retirement may be posted in offices nearer to their home towns if
possible, to enable them to make arrangements for their retired life in time.
v
POSTING OF MANAGEMENT TRAINEES AND PROMOTEE
OFFICERS:
Management Trainees after completion of their
training and Promotee officers, must initially be posted in rural offices for a
minimum period of 2 years to give them adequate branch experience.
v
POSTING OF OFFICERS IN RURAL / SEMI-URBAN BRANCHES:
In order to implement the Government guidelines for
rural / semi-urban postings, officers who do not have the requisite rural
branch experience should invariably be posted in rural areas and, as far as
possible, those having rural experience may not repeatedly be posted in rural
areas. Transfers of officers to rural / semi-urban areas be made in a phased
manner on the basis of a roster.
Officers in JMG & MMG who do not possess the
requisite period of rural / semi-urban branch experience as required in terms
of Government guidelines, shall be posted in rural or semi-urban branch, on
their promotion, for completion of the requisite period of experience.
Where an officer is posted at a rural / semi-urban
branch in terms of Government guidelines (for completing the requisite tenure
to become eligible for promotion to higher grade) and if the spouse is also
employed in the same Bank, then the spouse of the officer may be posted in a
nearby branch / centre. If the spouse is
employed in another Public Sector Bank, the junior spouse may apply to the
Competent Authority in his / her Bank and the said authority may post the said
officer to the office / branch of the Bank at the station where the senior
spouse is working and if there is no branch / office of the Bank at the
station, then to the state, where he / she is posted. Such transfers for the
junior spouse, however, should be restricted to a specified number of times
only.
Officers posted in rural / semi-urban areas for
acquiring experience in terms of Government guidelines should not be posted to
urban / Metro areas on deputation and such period of deputation, if any, shall
not be counted for reckoning the minimum stay of rural / semi-urban posting
respectively.
v
POSTING OF INCUMBENTS INCHARGE AT EXTENSION
COUNTERS:
The Competent Authority to post Incumbents Incharge
at the Extension Counters shall be as under:
Where the Extension Counter is situated:
a)
within the
municipal limits :Branch Manager of
the parent branch
b)
outside the
municipal limits :Regional Manager
However, for stop-gap arrangement, the concerned
Branch Manager may depute an officer from the branch to manage the counter.
The Incumbents Incharge of the Extension Counters
will be under the administrative control of the parent branch to which the
Extension Counter is attached.
v
RESIDENCE / STAY OF OFFICERS AT THE PLACE OF THEIR
POSTING:
The extant guidelines provide that all officers and
award staff should stay at the station of their posting and avoid unnecessary
travel by staying away from their place of posting. Regulation 13.1 of the PNB
Officer Employees (Conduct) Regulations 1977 also provides that no officer
shall leave the station without having first obtained the permission of the
Competent Authority and breach of the same constitutes misconduct.
Officers posted in rural areas having population of
less than 10,000 are allowed to keep their families at a place other than the
place of posting, if educational and housing facilities are not available at
the place of their posting. The officers, however, and particularly Incumbents
Incharge, have to reside at the place of posting only and not to leave the
place of station without first having obtained the permission of the Competent
Authority. Any deviation of the above will be viewed seriously and conduct of
officers will be dealt in accordance with the Service Rules / Regulations.
The purpose of providing the above facility is to
ensure that the officers stay at the place of their posting to establish the
rapport with the public for the purpose of development of business and to
facilitate meetings of the customers either early in the morning or in the late
afternoon at their place thus providing scope for better contacts. Such
visits/contacts of customers at their place would augment the efforts of
recovery.
v
PAYMENT OF SALARY AND ALLOWANCES TO OFFICERS ON
THEIR TEMPORARY TRANSFER:
During temporary transfer of officers from one
station to another, they are entitled to salary and allowances of their
permanent place of posting.
v
POSTING OF A SECOND MAN IN BRANCHES:
An officer in appropriate grade / scale may be
posted as Second Man in all branches. In small and newly opened offices an Officer
/ Special Assistant may be posted as Second Man but care should be taken to
avoid posting of a Special Assistant / Officer, debarred for promotion as
Second Man in such offices.
v
MISCELLANEOUS:
i)
As far as
possible, transfers should be made in the same part of the country such as South,
East, North, West, and cross-country transfers such as from Gujarat to Nagaland
and Kerala to
ii) Zonal
Managers have been vested with powers to post Scale- III/II Managers anywhere
in the Zone after taking into consideration the requirement of different
Regions for their effective utilization. In such of the zones which are spread
over more than one State, Zonal Managers, while effecting the transfer of
Managers in Scale-II, would see that they are posted within the same State to
the extent possible.
iii) As
far as possible (except in the case of promotions where posting to an
outstation office is necessary) an officer and his / her spouse, if both
employed in our Bank, should be posted at the same station but in different
offices.
iv) Except
in emergent circumstances and on promotions, as far as possible, transfer
should be made at the end of academic year and within the same language area.
The transfers may be effected by and large in the
month of April / May after the work pertaining to closing is concluded and to
synchronize with the end of the academic session. Normally all outstation transfers
effected under the rotational transfer and inter-Regional transfers made either
on administrative grounds or on request should be synchronized as above. This
shall, however, be without prejudice to the Bank’s right to effect transfers,
in emergent circumstances, at any point of time. The transfers effected on
promotion would also be excluded from the purview of the aforementioned
provision.
v) An
officer should not be shifted to another office in the same capacity in quick
succession or within the same station without proper justification and prior
concurrence of the Zonal Manager.
vi) While
effecting transfers, either on promotion or in accordance with the guidelines,
the spirit should be respected that the transferred employee is not posted to a
branch from where he / she has earlier moved out within last 3 years or where
he / she has already worked for a total period of 5 years or more during his /
her earlier career. If for
administrative reasons, some deviations are called for, then the transferring
authority should obtain prior concurrence of his higher authority.
vii) As
far as possible, officers should not be asked to initially report to Regional /
Zonal Offices, as is often the case, to collect their posting orders. Regional Managers
/ Zonal Managers should be able to decide posting of officers beforehand and
issue orders accordingly. This applies to transfers either on account of
transfer guidelines or administrative transfers and would obviate the delay in
posting, inconvenience and expenditure on travel.
viii) Zonal
Managers should regularly monitor the transfers made by Regional Managers in
order to ensure that the transfers are made in terms of guidelines laid down by
Head Office. Similarly, Head Office will
monitor transfers made by the Zonal Managers. Copies of all transfer orders
should, therefore, invariably be sent to the Zonal Office / Head Office for
their scrutiny.
ix) It
is also requested that transfer of officers should not be made in haste unless
required in emergency and in an unceremonious manner so as to look insulting to
the officer concerned. There should be a proper send-off so that the officer
feels motivated and honoured to take his next assignment.
x) All
applications / representations received from officers in response to circulars
from HO and / or requests made by the employees eligible for seeking transfer
should be forwarded to the Competent Authority along with views / recommendations
to enable them to take a decision in the matter. The officer concerned should
be informed of the manner of disposal of his request.
In case it is not possible to relieve any of the
officers for want of substitute(s) or otherwise, appropriate note may be given
while forwarding such applications.
xi) The
Zonal / Regional Managers must keep in view the remarks mentioned against the
column ‘Integrity of Officers’ in the PAF while deciding the posting of an
officer, particularly Incumbent Incharge. The Zonal / Regional Managers should
ensure that the officers having adverse remarks are not posted in branches on
such seats where they had earlier indulged in nefarious / fraudulent practices
and had put the Bank into loss.
v
JOINING TIME:
Apart from provisions of Regulation 49 of PNB
(Officers’) Service Regulations, 1979, guidelines in respect of Joining Time
available to officers on transfer from one place to another are as under:
(i) Calculation:
a) The
day of relieving of the officer shall be excluded from the period to be
reckoned for calculating the joining time.
b) Public
Holidays / Weekly Off days immediately following the date of relieving are not
to be included in computing the joining time.
c) The
total joining time shall not exceed 7 days.
Holidays / Weekly Off days, other than those in (b) above, falling in between
the period of 7 days shall be taken into account for computing the total period
of joining time admissible.
For instance, if an officer is relieved on 26.09.98,
the joining time period will be calculated from 28.09.98 (27.09.98 being Sunday
and falling immediately after the date of relieving shall be excluded) upto
4.10.98. It may be noted that both 2nd
October being a public holiday and 4th October being Sunday are to
be included for the purpose of calculating joining time, in the above example.
d) The
period actually spent on journey will be allowed in addition to the joining
time calculated as above.
e) Joining
time shall not be admissible to an officer on local transfer or on postings
within the same station. Further,
joining time shall also not be admissible when an officer is transferred to a
place within the urban agglomeration.
f) Joining
time is to be availed on 1 occasion only and not in 2 or more installments.
g) Joining
time is not to be combined with any kind of leave.
(ii) Joining
Time admissible in case of transfers effected on Administrative grounds:
a) Officers
transferred on administrative grounds who do not avail joining time before
reporting at the transferee place, may avail joining time at their option at
any time within the stipulated period of 6 months subject to the approval of
leave sanctioning authority. Such officers who avail joining time at a later
date shall be entitled to traveling expenses for self for going to their last
place of posting to shift their family etc.
However, no Halting Allowance shall be payable in such cases.
b) If
an officer is transferred from one place to another during the midst of the
academic year and has been permitted to keep his family at the previous place
of posting for a limited period of 1 year or till the end of academic session
of his children, whichever is earlier, such officers may avail joining time for
the purpose of shifting their family beyond the period of 6 months but upto the
end of the academic session or 1 year, whichever is earlier. They shall also be
entitled to travel expenses for self and family beyond the period of 6 months
as above. In all other cases, officers should avail joining time within 6
months.
(iii) Joining
Time admissible in case of request transfers:
a) Joining
time on request transfer may be allowed to be availed within a period of 6
months or if the officer has been allowed to keep the family at the previous
place of posting, then he may be allowed to avail joining time upto the end of
the academic session or a period of 1 year, whichever is earlier.
b) Journey
period for availing joining time shall also be allowed in addition to the
joining time subject to production of proof of journey.
c) TA/DA
to the eligible officer, i.e. officer who has put in more than 5 years in one
Region/Zone, on his request transfer to another Region / Zone, may be paid
once, and the option to claim TA/DA may be left to the officer i.e. he may
claim it either at the time of reporting at the transferee place or at a later
date while shifting his family from the previous place to the new place of
posting. However, it may be clarified
that if the officer opts to avail TA/DA at a later date while availing joining
time, then no TA/DA shall be payable to him for the journey undertaken by him
from his headquarters to the previous place of posting. He will be entitled to TA/DA only for the
journey from his previous place of posting to the present place of posting with
his family.
(iv) Joining
Time to Management Trainees:
Management Trainees are not entitled to any joining
time for their posting from Regional Office to their permanent place of
posting. Even after completion of their last phase of training, they shall not
be entitled to joining time for reporting to their Zone / Region. They shall
only be entitled to actual journey time.
(v) Competent
Authority for sanction of Joining Time:
Leave sanctioning authority shall be the Competent
Authority to sanction joining time.
v
SANCTION OF LEAVE AND OTHER EMOLUMENTS TO OFFICERS
WHO HAVE NOT REPORTED AT THE TRANSFEREE OFFICE EVEN AFTER AVAILING JOINING
TIME:
An officer on transfer after being relieved from the
previous office would cease to be under the administrative control of that
office. He will be under the administrative control of the transferee office.
Accordingly, sanction of leave, payment of salary etc. will be dealt by the
transferee office.
As regards the Competent Authority to sanction
leave, payment of salary etc. to such employees who have not reported at the
transferee office even after availing joining time, it is clarified that the
transferee office may sanction the leave only after satisfying the reasons for
leave applied for and release the salary etc. for such period of leave. Where
the Competent Authority to sanction the leave is not satisfied with the reasons
for which the leave is applied for, the salary for such period may not be
released. Period of such absence from duty may be treated as unauthorized and
necessary action may be taken against the employee for such unauthorized
absence in terms of rules.
*************************************************
Annexure 2
APPLICATION FOR
TRANSFER
|
PF NO. OF OFFICER: |
1. Name of the Officer : ____________________________
2. Date of Birth :
____________________________
3. Present Grade / Scale with date :
____________________________
4. Office of Posting with date : ____________________________
5. Date of joining the Bank :
____________________________
6. Qualifications : ____________________________
7. Details of rural / semi-urban branch
experience in Officer cadre:
|
Name of the branch |
Status of the Branch |
Date of Joining |
Date of relieving |
Total Period |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
8. Leave other than Casual Leave availed during the last 3 years:
|
Date |
Nature of Leave |
No. of days |
|
|
From |
To |
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
9. Details of transfer so far effected:
|
Date
|
Branch
from which transferred |
Branch
to which transferred |
Whether
at request |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
10. Whether willing to be re-designated
as per Bank’s requirement :
_______________________
11. Proposed Regions / Zones of
transfer
in order of preference : 1.
_____________________
2. _____________________
3. _____________________
12. Reasons for seeking transfer :
(copies of documents in support of
reasons mentioned must be enclosed)
13. Undertaking:
I undertake that after issuance of my transfer
orders, I will not apply for change of Zone, withdrawal / cancellation of
transfer, and my services can be utilized any where at a point of need in the
transferee Zone.
(Signature of officer)
14. BM’s recommendations :
It
is confirmed that PAF and Assets & Liabilities statements of the subject
officer have been obtained and forwarded to the controlling office.
The transfer diary no. as per HRMS is:
_________________.
(Signature of Branch Manager)
15. RM’s Recommendations:
a) Whether any disciplinary action has
been initiated or contemplated :
b)
Whether any
vigilance case is pending :
c)
Whether
integrity of the officer is
doubtful or otherwise :
d)
Recommendations
of the above
transfer request :
The
transfer diary no. as per HRMS is: _________________.
(Signature of Regional Manager)
16. ZM’s Recommendations:
The
transfer diary no. as per HRMS is: _________________.
(Signature of Zonal Manager)