Overview of Copying Balances

Carry forward assignment and relationship level balances using balance adjustments from the source to the target legal employer during the global transfer of employees. This is required to ensure limits are respected in the new legal employer.

Canada supports Registered Retirement Savings Plan (RRSP) and tax balances.

Several payroll calculations require the knowledge of prior calculations in other payroll relationships to ensure annual limits are respected. The overall balance that's copied includes,

• The balances calculated within the payroll relationship

• The balances copied to the source payroll relationship for prior global transfers

Any further payroll deduction calculations on the target employment record must consider the calculations in the prior employment records for the same person. The payroll run can't access balances across payroll relationships. So you must copy the final balance from the source before the first payroll run on the target employment record.

Although you're using balance adjustments for the balances copy process, the application automatically generates the adjustment element, similar to the balance initialization process. The application creates a balance feed from the initialization element for both the target and source balance. You would require this balance feed to read what's copied to the target using the source balance in the next copy process. For example, you want to copy the RRSP balance to the target relationship. This copy process uses a REL_ITD dimension and the application copies it into a separate balance called Prior Accrued. The source balance should include the balance calculated within the source relationship, and the balances received from any previous global transfers.

Select the Copy balances to the new employment record check box and select the relevant balance group in the Process Information Group field. to initiate the copy of balances automatically after the global transfer is complete. You can find this check box in the Payroll Details section of Local and Global Transfer and Mass Legal Employer Change flow. This check box is selected by default. It is displayed out of the box, but you can hide it by using HCM Experience Design Studio. Once the copy process is complete, you can view the status message on the Change Legal Employer Dashboard. You can pre-configure the list of balances by an object group; called Process Information Group.

Canada has predefined these Process Information Groups that contains the balances used in the global transfer process. These groups support RRSP and annual tax balances.

• Canadian Global Transfer RRSP Group: Contains only RRSP balances

• Canadian Global Transfer Tax Group: Contains only tax balances

• Canadian Global Transfer RRSP and Tax Group: Contains both RRSP and tax balances

The global transfer process automatically submits the Adjust Multiple Balances process to perform the balance adjustments to transfer the balances from the old legal employer to the new one. After the process successfully completes, you can review the Adjust Multiple Balances results using Person Results.