(JPN) Tracking Intercompany Transfers (Shukkou)

This chapter provides an overview of the tracking of intercompany transfers and discusses how to:

Set up employee data for intercompany transfers.
Enter and maintain home and host data for intercompany transfers.
Work with search page security.
Run the Intercompany Transfer report.

Understanding the Tracking of Intercompany Transfers

Whenever you need to track intercompany transfers (shukkou), whether as a home company or a host company, you enter a new job record with standard actions such as transfer, termination, and hire, but with specific action reasons that are related to intercompany transfers. You can use the Pay Group field on the Job Data - Payroll page to indicate which company is the compensation owner.

This section discusses home and host data for intercompany transfers and lists prerequisites.

Summary of Home and Host Data for Intercompany Transfers

The tables in the two sections that follow provide summarized data entry obligations and requirements for different intercompany transfer scenarios. The first table addresses only the hosting of intercompany transfers; the second table addresses both temporary and permanent intercompany transfers.

A later section provides details of data entry for a series of scenarios.

See Entering and Maintaining Home and Host Data for Intercompany Transfers.

This table explains the abbreviations that are used in the two subsequent tables:

Code	Description	Action
ICT	Intercompany Transfer	Shukkou
TICT	Temporary Intercompany Transfer	Zaiseki-Shukkou
PICT	Permanent Intercompany Transfer	Tenseki-Shukkou
HICT	Hosting Intercompany Transfer	Shukkou-Ukeire
HTICT	Hosting Temporary Intercompany Transfer	Zaisekki-Shukkou no Ukeire
HPICT	Hosting Permanent Intercompany Transfer	Tenseki-Shukkou no Ukeire
SL	Supervisor Level	Yakushoku
AA	Additional Appointment	Kenmu
PA	Primary Appointment	Shumu

Hosting Temporary and Permanent Intercompany Transfers

The following table summarizes the information and security requirements for hosting temporary intercompany transfers from companies within a group that uses PeopleSoft Enterprise HRMS and from other companies that don’t use PeopleSoft Enterprise HRMS:

ICT Type	PA Location	Information and Security Required Within Affiliated Companies that Use PeopleSoft Enterprise HRMS	Information and Security Required for Affiliated Companies that Do Not Use PeopleSoft Enterprise HRMS
1 HTICT	Host (Own Company)	Host company information, using shared codes. The owner of payroll. ICT period, department, SL, and so on. In general, employee information is maintained at host (own) company when PA is moved from PA's own company.	Host company information, using Intercompany Transfer Company/Department and Intercompany Transfer Supervisor Level codes. The owner of payroll. ICT period.
2 HPICT	Host (Own Company)	Employee information is maintained at host (own) company only.	Host company information, using Intercompany Transfer Company/Department and Intercompany Transfer Supervisor Level codes.

ICT Type

PA Location

Information and Security Required Within Affiliated Companies that Use PeopleSoft Enterprise HRMS

Information and Security Required for Affiliated Companies that Do Not Use PeopleSoft Enterprise HRMS

HTICT

Host (Own Company)

Host company information, using shared codes.
The owner of payroll.
ICT period, department, SL, and so on.
In general, employee information is maintained at host (own) company when PA is moved from PA's own company.

Host company information, using Intercompany Transfer Company/Department and Intercompany Transfer Supervisor Level codes.
The owner of payroll.
ICT period.

HPICT

Host (Own Company)

Employee information is maintained at host (own) company only.

Host company information, using Intercompany Transfer Company/Department and Intercompany Transfer Supervisor Level codes.

Temporary and Permanent Intercompany Transfers

This table summarizes the information and security requirements for temporary intercompany transfers to companies within a group that uses PeopleSoft Enterprise HRMS and to other companies that don’t use PeopleSoft Enterprise HRMS:

ICT Type	PA Location	AA at Home Company?	Information and Security Required Within Affiliated Companies that Use PeopleSoft Enterprise HRMS	Information and Security Required for Affiliated Companies that Do Not Use PeopleSoft Enterprise HRMS
TICT	Host	No	Host company information, using shared codes (in case of PS – using group–company). The owner of payroll. TICT period, department, SL, and so on. In general, employee information is maintained at host (own) company when PA is moved from PA's own company.	Host company information, using Intercompany Transfer Company/Department and IC Transfer Supervisor Level codes. The owner of payroll. TICT period.
PICT	N/A (Completely terminated from home company)	N/A	Employee information will be maintained at host company only.	N/A

Prerequisites

Before you enter intercompany transfers for an employee, complete these steps:

Set up a dummy pay group to use as the compensation indicator if you track intercompany transfers in which the host company (that is, not your company) is responsible for paying the employee.

Note. This setup is reversed if your company is the hosting company; that is, you set up a dummy pay group to track hosted intercompany transfers where the home company pays the employee.
Set up company and department codes to use for tracking intercompany transfers to and from companies that are not registered in the Company table.
Set up supervisor level and IC Trans External supervisor level codes to use for tracking intercompany transfers to and from companies that are not registered in the Company table.

Note. You can track intercompany transfers (shukkou) as additional appointments (kenmu) if you set up and use the additional appointment functionality.

(JPN) Tracking Additional Appointments (Kenmu)

Indicating the Home or Host Compensation Owner

Setting Up Employee Data for Intercompany Transfers

This section discusses how to:

Track intercompany transfers.
Indicate the home or host compensation owner.

Note. This section discusses the basics of how to set up an intercompany transfer. See the next section for detailed examples of data entry and maintenance.

Tracking Intercompany Transfers

Whenever you need to track intercompany transfers, whether as a home company or a host company, set up the employee data:

Enter a new job record with standard actions such as transfer, termination, and hire, but with specific action reasons that are related to intercompany transfers.
Complete the intercompany transfer fields in the Japan section of the Work Location page.

Selecting Actions and Reasons for Intercompany Transfers

These are the actions and reasons that you use on the Administer Workforce pages when you work with intercompany transfers:

Action	Reason
Transfer	Intercompany transfer.
	Completion of intercompany transfer.
Termination	Permanent intercompany transfer.
	Completion of (hosted) intercompany transfer.
Hire	Temporary intercompany transfer.
	Permanent intercompany transfer.

Indicating the Home or Host Compensation Owner

You can use the Pay Group field on the Job Data - Payroll page to identify whether the home or the host company is responsible for paying an employee on temporary intercompany transfer. If the home company is paying, put the employee in a standard pay group with other employees. If the host company is paying, put the employee in a designated dummy pay group that has no payroll processing implications for your (home) company.

Similarly, if you are the host for a temporary intercompany transfer, put the employee in a standard pay group if you are paying the employee, or into a designated dummy pay group if the home company is paying the employee.

Note. When the Payroll System field is set to Other on the Job Data - Payroll page, the Pay Group field is not a required field. You can use the field as described previously whether it is required or not.

See Also

Entering Payroll Processing Data

Entering and Maintaining Home and Host Data for Intercompany Transfers

The following three sets of scenarios detail the data input and maintenance requirements by the home or host company. Sets B and C are similar, but reflect different security conditions.

The sets of scenarios are:

Set A: Single Company Using a Single PeopleSoft Enterprise HRMS Database.
Set B: Multiple Companies Using a Single PeopleSoft Enterprise HRMS Database (with security restrictions).
Set C: Multiple Companies Using a Single PeopleSoft Enterprise HRMS Database (without security restrictions).

Single Company Using a Single PeopleSoft Enterprise HRMS Database: Scenarios A1-8

This section discusses several scenarios for a single company that uses a single human resources database.

Note. Additional Employment Instance is not used for any scenarios in set A. The scenarios in set A are applicable when multiple companies use a single human resources database but the information—for the home or host company relevant to a particular intercompany transfer—is not stored in that database.

Scenario A1: TICT

Home Company Inputs

Table	Fields	Input
JOB	Action	Transfer.
	Reason	Temporary intercompany transfer.
	Department ID	Department ID that indicates temporary intercompany transfer.
	Pay Group	If the home company is responsible for compensation, no change occurs to the pay group. If not, enter a dummy pay group to indicate that the host (other) company is responsible for compensation. No processing is associated with dummy pay groups.
JOB_JR	Intercompany Transfer Flag	Host company information.
	Business Unit code	If the home company is a normal (internal) company, enter the code. If not, leave this field blank.
	Company code	If the Host company is a normal (internal) company, enter the code. If it is an external company, enter the ICT Company code.
	Department code	If the host company is a normal (internal) company, enter the department code. If it is an external company, enter the ICT Department code.
	Sup Lvl ID code	If the host company is a normal (internal) company, enter the supervisor level ID. If it is an external company, enter the ICT supervisor level ID.
	ICT Start Date	Actual start date of intercompany transfer.
	ICT End Date	Expected end date of ICT.

Host Company Inputs

Not applicable.

Scenario A2: Completion of TICT

Home Company Inputs

Table	Fields	Input
JOB	Action	Transfer.
	Reason	Completion of ICT.
	Department ID	Employee's home company department.
	Pay Group	Employee's home company pay group.

Host Company Inputs

Not applicable.

Scenario A3: PICT

Home Company Inputs

Table	Fields	Input
Job	Action	Termination.
	Reason	Permanent intercompany transfer.
JOB_JR	Intercompany Transfer Flag	Host company information.
	Business Unit (code)	If the home or host company is a normal (internal) company, enter the code. If not, leave this field blank.
	Company code	If the host company is a normal (internal) company, enter the code. If it is an external company, enter the ICT Company code.
	Department code	If the host company is a normal (internal) company, enter the Department code. If it is an external company, enter the ICT Department code.
	Sup Lvl ID code	If the host company is a normal (internal) company, enter the supervisor level ID. If it is an external company, enter the ICT supervisor level ID.

Host Company Inputs

Not applicable.

Scenario A4: HTICT

Home Company Inputs

Not applicable.

Host Company Inputs

Table	Fields	Input
JOB	Action	Hire.
	Reason	Temporary intercompany transfer.
	Pay Group	If host (own) company is responsible for compensation, enter the pay group in which you want the employee. If not, enter a dummy pay group to indicate that the home (other) company is responsible for compensation.
	Employee Class	Hosting intercompany transfer.
JOB_JR	Intercompany Transfer Flag	Home company information.
	Business Unit (code)	If the home or host company is a normal (internal) company, enter the code. If not, leave this field blank.
	Company code	If the host company is a normal (internal) company, enter the code. If it is an external company, enter the ICT Company code.
	Department code	If the host company is a normal (internal) company, enter the Department code. If it is an external company, enter the ICT Department code.
	Sup Lvl ID code	If the host company is a normal (internal) company, enter the supervisor level ID. If it is an external company, enter the ICT supervisor level ID.
	ICT Start Date	Actual start date of intercompany transfer.
	ICT End Date	Expected end date of ICT.

Scenario A5: Completion of HTICT

Home Company Inputs

Not applicable.

Host Company Inputs

Table	Fields	Input
JOB	Action	Termination.
	Reason	Completion of TICT.

Scenario A6: HPICT

Home Company Inputs

Not applicable.

Host Company Inputs

Table	Fields	Input
JOB	Action	Hire.
	Reason	Permanent intercompany transfer.
	Pay Group	Pay group in which you want this employee.
	Employee Class	Hosting intercompany transfer.
JOB_JR	Intercompany Transfer Flag	Home company information.
	Business unit code	If the home or host company is a normal (internal) company, enter the code. If not, leave this field blank.
	Company code	If the host company is a normal (internal) company, enter the code. If it is an external company, enter the ICT Company code.
	Departmen: code	If the host company is a normal (internal) company, enter the Department code. If it is an external company, enter the ICT Department code.
	Sup Lvl ID code	If the host company is a normal (internal) company, enter the supervisor level ID. If it is an external company, enter the ICT supervisor level ID.

Multiple Companies Using a Single PeopleSoft Enterprise HRMS Database: Scenarios B1-6

This section discusses several scenarios for multiple companies that use a single human resources database.

Conditions:

Both home and host companies use the same database and business unit, company, department ID, and supervisor level ID.
Security settings make it impossible for either company to access the other’s information.

Scenario B1: TICT

Home Company Inputs (Temporary Intercompany Transfer - TICT)

Table	Fields	Input
JOB	Action	Transfer.
	Reason	Temporary intercompany transfer.
	Department ID	Dummy ID that indicates temporary intercompany transfer.
	Pay Group	If home (own) company is responsible for compensation, no change occurs to the pay group. If not, enter a dummy pay group to indicate that the host (other) company is responsible for compensation. No processing is associated with dummy pay groups.
	Job Indicator	Because the host company enters information by using concurrent jobs functionality, it is Secondary.
JOB_JR	Intercompany Transfer Flag	Host company information.
	Business unit code	Business unit to which the employee will be sent.
	Company code	Host company to which the employee will be sent.
	Department ID code	Host department in which the employee will be.
	Sup Lvl ID code	Supervisor level that employee will take in host company.
	ICT Start Date	Actual start date of intercompany transfer.
	ICT End Date	Expected end date of ICT.

Host Company Inputs (Hosting Temporary Intercompany Transfer - TICT)

Table	Fields	Input
JOB	Employee ID	If accessing through Add Employment Instance, use the same employee ID as the home company. If accessing through the Add a Person page, assign a new ID.
	Employee Record #	Employee ID is 1 or higher.
	Action	Hire.
	Reason	Temporary intercompany transfer.
	Company	Host company.
	Department ID	Host department in which the employee will be.
	Pay Group	If host (own) company is responsible for compensation, the pay group in which you want this employee. If not, enter a dummy pay group to indicate that the home (other) company is responsible for compensation.
	Employee Class	Hosting intercompany transfer.
	Job Indicator	Primary.
JOB_JR	Intercompany Transfer Flag	Home company information.
	Business unit code	Employee's home business unit.
	Company code	Employee’s home company.
	Department ID code	Employee’s home department.
	ICT Start Date	Actual start date of intercompany transfer.
	ICT End Date	Expected end date of ICT.

Scenario B2: Completion of TICT

Home Company Inputs (Completion of Temporary Intercompany Transfer)

Table	Fields	Input
JOB	Action	Transfer.
	Reason	Completion of temporary intercompany transfer.
	Department ID	Home company department in which the employee will be.
	Pay Group	Pay group for home company that is responsible for compensation.
	Job Indicator	Primary.

Host Company Inputs (Completion of Hosting Temporary Intercompany Transfer)

Table	Fields	Input
JOB	Action	Termination.
	Reason	Completion of temporary intercompany transfer.
	Job Indicator	Secondary.

Scenario B3: PICT

Home Company Inputs (Permanent Intercompany Transfer - PICT)

Table	Fields	Input
JOB	Action	Termination.
	Reason	Permanent intercompany transfer.
	Job Indicator	Because the host company entered information by using concurrent jobs functionality, it is Secondary.
JOB_JR	Intercompany Transfer Flag	Host company information.
	Business unit code	Business unit to which the employee is transferring.
	Company code	Host company to which the employee is transferring.
	Department ID code	Employee's host department.
	Sup Lvl ID code	Supervisor level that employee will have in host company.

Host Company Inputs (Hosting Permanent Intercompany Transfer - PICT)

Table	Fields	Input
JOB	Employee ID	If accessing through Add Employment Instance, use the same employee ID as the home company. If accessing through the Add a Person page, assign a new ID.
	Employee Record #	If accessing through the Concurrent Jobs page, the employee ID is 1 or higher.
	Action	Hire.
	Reason	Permanent intercompany transfer.
	Pay Group	Regular host company pay group in which the employee will be.
	Employee Class	Hosting intercompany transfer.
	Job Indicator	Primary.
JOB_JR	Intercompany Transfer Flag	Home company information.
	Business Unit code	Business unit from which the employee comes.
	Company code	Home company to which the employee belongs.
	Department ID code	Home department in which the employee was.

Multiple Companies Using a Single HRMS Database: Scenarios C1-6

This section discusses several scenarios for multiple companies that use a single PeopleSoft Enterprise HRMS database.

Conditions:

Both home and host companies use the same database and business unit, company, department ID, and supervisor level ID.
Security settings allow all companies to access each other’s information.

Scenario C1: TICT

Home Company Inputs (Temporary Intercompany Transfer - TICT)

Table	Fields	Input
JOB	Action	Transfer.
	Reason	Temporary intercompany transfer.
	Department ID	Dummy ID that indicates temporary intercompany transfer.
	Pay Group	If home (own) company is responsible for compensation, no change occurs to the pay group. If not, enter a dummy pay group to indicate that the host (other) company is responsible for compensation.
	Job Indicator	Because the host company enters information by using concurrent jobs functionality, it is Secondary.
JOB_JR	Intercompany Transfer Flag	Host company information.
	ICT Start Date	Actual start date of intercompany transfer.
	ICT End Date	Expected end date of ICT.

Host Company Inputs (Hosting Temporary Intercompany Transfer - TICT)

Table	Fields	Input
JOB	Employee ID	If accessing through Add Employment Instance, use the same employee ID as the home company. If accessing through the Add a Person page, assign a new ID.
	Employee Record #	If accessing through the Concurrent Jobs page, the employee ID is 1 or higher.
	Action	Hire.
	Reason	Temporary intercompany transfer.
	Company	Host company.
	Department ID	Host department in which the employee will be.
	Pay Group	If host (own) company is responsible for compensation, the pay group in which you want this employee. If not, enter a dummy pay group to indicate that the home (other) company is responsible for compensation.
	Employee Class	Hosting intercompany transfer.
	Job Indicator	Primary.
JOB_JR	Intercompany Transfer Flag	Home company information.
	ICT Start Date	Actual start date of intercompany transfer.
	ICT End Date	Expected end date of ICT.

Scenario C2: Completion of TICT

See Scenario B2: Completion of Temporary Intercompany transfer.

Scenario C3: PICT

Home Company Inputs (Permanent Intercompany Transfer - PICT)

Table	Fields	Input
JOB	Action	Termination.
	Reason	Permanent intercompany transfer.
	Job Indicator	Because the host company entered information by using concurrent jobs functionality, it is Secondary.
JOB_JR	Intercompany Transfer Flag	Host company information.

Host Company Inputs (Hosting Permanent Intercompany Transfer - PICT)

Table	Fields	Input
JOB	Employee ID	If accessing through Add Employment Instance, use the same employee ID as the home company. If accessing through the Add a Person page, assign a new ID.
	Employee Record #	If accessing through the Concurrent Jobs page, the employee ID is 1 or higher.
	Action	Hire.
	Reason	Permanent intercompany transfer.
	Pay Group	Regular host company pay group in which the employee will be.
	Employee Class	Hosting intercompany transfer.
	Job Indicator	Primary.
JOB_JR	Intercompany Transfer Flag	Home company information.

Working with Search Page Security

This section discusses how department security (Search Page Security on PERS_SRCH_COR and EMPLMT_SRCH_COR) works when you use the system’s Multiple Jobs functionality.

Note. You can set up this security in many different ways. Your specific business requirements determine how you set up yours. This section describes one example of how you may set up your security.

This information makes the following assumptions:

You want to manage two companies in one database: company A and company B, where company B is a subsidiary of company A.
The entire organization of company A belongs to business unit A (BUA), and the entire organization of company B belongs to business unit B (BUB).
You have defined two setIDs: SIDA and SIDB for companies A and B, respectively.
Neither company's workers have meaningful employee IDs; that is, the ID does not identify the company.

For example, a person with employee ID 1002 may belong to company B, whereas workers with employee IDs 1001 and 1003 belong to company A.
This security has two users: USR1 and USR2.

USR1 has the right to access the sales department of company A, and USR2 has the right to access the sales department of company B.

Following these assumptions, the next table represents the job rows for the person with employee ID 1001, who:

Was originally hired by company A.
Went on a temporary intercompany transfer to company B (scenario B1).
Returned to company A (scenario B3).
Went on permanent intercompany transfer to company B (scenario B6).

Key: In this table, Empl Rec# = Employment Record Number, Co. = Company, ICT = InterCompany Transfer, A/R = Action/Reason, D = Department, and J = Job Indicator.

Event	Empl Rec#0	Empl Rec#1
1. Hired by company A	A/R − Hired Co. − A D − Sales J − Primary	NA
2. Temporary ICT to company B	A/R − Transfer/ICT Co. − A D − Human Resources J − Secondary	A/R − Hire/Temporary ICT Co. − B D − Sales J − Primary
3. Returned to company A	A/R −Transfer/Completion of Temporary ICT Co. − A D − Sales J − Primary	A/R −Termination/Completion of Temporary ICT Co. − B D − Sales J − Secondary
4. Permanent ICT to company B 4a. Terminated from company A 4b. Hired (or rehired) by company B	A/R − Termination / Permanent ICT Co. − A A/R − Hired or rehired / Permanent ICT Co. − B D − Sales J − Primary	NA

This example shows how departmental security (search page security) works for users who have security right access to a department. Users can do one of the following:

Access all employees whose current jobs belong to that department when PERS_SRCH_GBL is used as the search table.
Access the particular record numbers for employees whose current job is in the department when EMPLMT_SRCH_GBL is used as the search table.

This table shows which users have access to which data at each of the four events described for employee 1001:

Event	Personal Data	Empl Rec#0 Data	Empl Rec#1 Data
	PERS_SRCH_GBL	EMPLMT_SRCH_GBL	EMPLMT_SRCH_GBL
1. Hired by company A	USR1	USR1	NA
2. Temporary ICT to company B	USR1 and USR2	USR1	USR2
3. Returned to company A	USR1 and USR2	USR1	USR2
4a. Permanent ICT to company B 4b. Hired or rehired by company B	USR1 and USR2 USR2	USR1 USR2	USR2 USR2

Running the Intercompany Transfer Report

This section lists the page used to run the JPN Completion of IC Transfer report.

Page Used to Run the Intercompany Transfer Report

Page Name	Object Name	Navigation	Usage
Completion of IC Transfer JPN	RUNCTL_PER065_JPN	Workforce Administration, Job Information, Reports, Completion of IC Transfer JPN	Run the JPN Completion of IC Transfer report (PER065JP), which lists employees on temporary intercompany transfer. The home company uses this report to confirm employees who are anticipated to return from temporary intercompany transfer.