Local and Global Transfer for the US
Use the Local and Global Transfer process to transfer individual workers to a new work location.
Use this process to perform these employee transfers.
Transfer type |
Changes the legal employer? |
---|---|
Local transfer within the assignment |
No |
Global transfer |
Yes |
Global temporary assignment |
Yes |
To run this process:
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From My Client Groups, click Show More.
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In Employment, click Local and Global Transfer.
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Search for and select the person you are transferring.
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Select the employee info you are transferring.
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In When and Why, specify details about this transfer.
If you select a new legal employer, the transfer becomes a global transfer.
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Click Continue.
Before You Start
Before performing a transfer, complete all payroll runs and then set the final close date according to your requirements.
Some fields and copy options are enabled by default and hidden on this process. You can use HCM Experience Design Studio to configure what fields are hidden or displayed according to user role. For example, you can choose to hide some of the payroll fields from the line manager and make them visible to the payroll manager. For further info, see HCM Experience Design Studio in the Help Center.
Parameters
The available parameters depend on what info you chose to manage during the transfer. For further info, see Data Copy and Display Options for Employee Transfers for the US in the Help Center.
Of special consideration is Source Assignment Status. This parameter is available only for some transfer types. This table also summarizes the visibility conditions and the drop-down values of the field.
For this transfer type |
Is it visible? |
What values does it include? |
What the values apply to |
---|---|---|---|
Add temporary assignment |
Yes |
All active and suspended HR statuses |
The assignment used to start the process |
Add permanent assignment |
No |
N/A |
N/A |
Local transfer |
No |
N/A |
N/A |
Global transfer |
Yes |
All inactive HR statuses |
All assignments on the person's source work relationship |
Global temporary assignment |
Yes |
All active and suspended HR statuses |
The assignment used to start the process |
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The task controls the status, and it's automatically available in the applicable process.
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The status value must be valid as of the effective date of the process.
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This field displays the default status of the source assignment.
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The field displays the default sort order of the status first, followed by descending order of system status for the transfer process from Suspended to Active.
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The status isn't supported in the HCM Data Loader, REST, and HCM Spreadsheet Data Loader tools.
Process Results
The process copies the data from the original assignment and work relationship to the new ones, depending on your selections.
Here's the payroll items the process can copy. For details on all data the process can copy, see Data Copy and Display Options for Employee Transfers for the US in the Help Center.
Payroll item |
What this includes |
---|---|
Payroll Relationship and Assignment attributes (Payroll Details) |
Attributes such as payroll, overtime period, and time card. These values default to the value from the source, and you can override them if required. |
Personal Payment Methods |
Payment methods are copied subject to the availability of a valid organization payment method (OPM) for the same payment type. |
Third-Party Payment Methods |
Payment methods are copied subject to a valid OPM on the target payroll. For further info, see What Happens to Payment Methods During Person Transfers in the Help Center. |
Person Costing Overrides |
All costing overrides are copied. For further info, see What Happens to Costing Overrides During Person Transfers in the Help Center. |
Recurring Element Entries |
Copy for element entries are subject to eligibility. The process doesn't copy adjustments made after the global transfer date. For further info, see What Happens to Element Entries During Person Transfers in the Help Center. |
Calculation Cards and Components |
The process copies these cards and components at the payroll relationship level.
It doesn't copy cards at the payroll statutory unit (PSU) and tax reporting unit (TRU) levels. For further info, see What Happens to Calculation Cards During Person Transfers for the US in the Help Center. |
Balances |
The process copies the source assignment and relationship-level balances to the target assignment and payroll relationship respectively. For further info, see the following in the Help Center.
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- Dashboard for Legal Employer Change
- Data Copy and Display Options for Employee Transfers for the US
- Employee Transfer Actions for the US
- What Happens to Balance Effective Dates During Employee Transfers for the US
- What Happens to Total Owed Deductions During Employee Transfers for the US
- What Happens to Calculation Cards During Employee Transfers for the US
- What Happens to Costing Overrides During Person Transfers
- What Happens to Element Entries During Person Transfers
- What Happens to Payment Methods During Person Transfers
- HCM Experience Design Studio
- Implementing Assignment-Level Security in HCM