Copy Future Dated Changes

You can copy future dated updates and end dates for Tax Credit Information and Involuntary Deduction cards during a Global Transfer.

For example, if you perform a global transfer effective December 1st, 2022 for an employee who has already updated his Tax Credit Information card effective January 1st, 2023, both the changes effective December 1st, 2022, as well as the future-dated changes are copied to the new payroll relationship created by the global transfer process.

You can copy future dated changes on the payroll objects during a Global Transfer. There are three types of future changes:

• Future end date of record as of the global transfer date.

• Future updates to the record created as of the global transfer date.

• Future record that begins after the global transfer date.

Future changes to employment data are copied only if you choose to copy future assignment updates.

Note: The Involuntary Deduction card is not copied if the Total Owed amount is already reached prior to the date of the future-dated transfer.

Use the HR profile option “Future Assignment Changes Copy Enabled” (ORA_PER_CLE_COPY_FUT_ASG) in the Local and Global Transfer flow to copy future changes on employment data.

In the Mass Legal Employer Change flow select the checkbox "Copy future assignment updates" to copy future changes on employment data.

For example, select this option for a global transfer due to a reorganization, merger, or acquisition, where the employees are expected to continue with the same employment data, including those scheduled for the future.

For personal data (Personal Payment Methods), future changes are copied irrespective of what's set on the HR profile option or the check box.