1. Administering Payroll for Canada
  2. Mass Legal Employer Change

Mass Legal Employer Change

Change the legal employer of multiple employees in a single batch using the Mass Legal Employer Change task. The application copies the assignment and work relationship data from source to destination work relationship for all the employees as of the global transfer date.

If you update anything after the global transfer date, the application doesn't copy that data.

You can also select employees from different legal employers for transferring to the same destination legal employer. If you select employees from different LDGs, the application copies only the data for those employees transferring within the LDG. However, the global transfer and any override values apply to only those employees that you have selected for the transfer.

What's Copied

Select the data that you want to copy from the source to the target assignment and payroll relationship within the legislative data group.

  • Payroll relationship and assignment attributes such as Payroll, Tax Reporting Unit, Overtime Period, and Time Card Required.

  • Personal payment methods: The application copies the payment methods depending on the availability of a valid organizational payment method for the same payment type.

  • Third-party payment methods: The application links payment methods for third-party person payees to the new payroll relationship.

  • Person costing overrides: By default, the application doesn't copy costing overrides. If you choose to copy, then the application copies data across four levels at which the person costing setup is held.

  • Recurring element entries: The application copies element entries subject to eligibility. To exclude certain elements from being copied, define an element (object) group with the usage type as Global Transfer.

  • Calculation cards and components: Canada has defined rules for the copy of the employee's tax card. When a global transfer is initiated in a Canadian LDG, all components, including all flexfields and value definitions, are copied from the old legal employer to the new legal employer. However, the taxation component, HRX_CA_WTH_TAXATION, isn't copied over. This also includes the Vacation Liability Plan and Vacation Service Date which are located on the taxation component. They aren't copied and are left blank.The application automatically creates an association with the new TRU and the association detail for the new assignment.

  • Balances: The application copies the forward assignment and relationship level balances to the target assignment and payroll relationship respectively.

Note: The Mass Legal Employer Change flow interprets a blank entry to imply the value on the source assignment and payroll relationship. Unless you override this value, the application copies the source value to the target assignment and payroll relationship for using it on the target records.

After you perform a mass legal employer change, you can view the messages of the copy process on the Change Legal Employer Dashboard.

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