Data Copy and Display Options for Local and Global Transfer

Personal Details and Other Info

Section or Component	Visible by Default	Visibility Condition	Is Data Copied During Transfer Within Same Legislative Data Group	Is Data Copied During Transfer to Different Legislative Data Group Within Same Legislation	Is Data Copied During Transfer to Different Legislation	Description
Personal Details	No	Only when global transfer or global temporary assignment is to a different legislation.	Not applicable	Not applicable	Not applicable	This section isn’t available in HCM Experience Design Studio and its visibility is controlled by the application. The section is displayed only if there is a change in the legislation of the person’s work relationship. The reason is that a new name and legislation record are automatically created based on the destination legislation. The Biographical Info and National Identifier regions are included because some applications such as Payroll or Benefits may require this information and including the regions during the transfer process reduces additional navigation.
Contact Info	No	Needs to be enabled using HCM Experience Design Studio.	Not applicable	Not applicable	Not applicable	This section is displayed when you select Contact Info from the questionnaire page. If there is existing data, the data will be displayed. If no data exists, you can enter the data as part of the transfer process.
Legislative Info	No	Only when global transfer or global temporary assignment is to a different legislation.	Not applicable	Not applicable	Yes	This section isn’t available in HCM Experience Design Studio and its visibility is controlled by the application. Legislative information, such as a person’s marital status, ethnicity, religion, or gender will be copied to the destination legislation if the lookup codes are the same as the source legislation. If they are not the same, the field will be blank, and you can select from the destination country’s valid list of values.
Other Info	No	Needs to be enabled using HCM Experience Design Studio.	Yes	Yes	Yes	This section is displayed when you select Other Info from the questionnaire page. If there is existing data, the data will be displayed. If no data exists, you can enter the data as part of the transfer process.

Assignments and Work Relationships

Section or Component	Visible by Default	Visibility Condition	Is Data Copied During Transfer Within Same Legislative Data Group	Is Data Copied During Transfer to Different Legislative Data Group Within Same Legislation	Is Data Copied During Transfer to Different Legislation	Description
Assignment and Work Relationship (nonflexfield attributes and descriptive flexfields)	Yes	Always	Yes	Yes	Yes	By default, all assignment and work relationship information including descriptive flexfields (DFF) are copied. However, you can change the assignment and work relationship values. The information that exists as of the global transfer date is copied if the Future Assignment Changes Copy Enabled profile option is set to Y. You can select the source assignment status during a global transfer or global temporary assignment. You can also override the default source assignment status by selecting the status from the page in the responsive Local and Global Transfer flow.
Assignment and Work Relationship (developer descriptive flexfields)	Yes	Always	Yes	Yes	No	By default, developer descriptive flexfields (DDF) are copied.
Assignment (extensible flexfield contexts)	No	Needs to be enabled using HCM Experience Design Studio.	Yes	Yes	Yes	By default, all assignment extensible flexfield (EFF) contexts are copied. However, you can select the contexts that you don't want to copy. The smart list of values only provides the list of contexts which has data populated in the source assignment. This feature is available only when you perform a global transfer. During the global transfer transaction, you can select to copy the list of extensible contexts in the When and Why section. However, the list of extensible contexts isn’t refreshed even if you change the legal employer or change the global transfer to global temporary assignment.
Work Relationship (V1 Seniority Dates)	No	Only if you use version 1 (V1) seniority dates.	Yes	Yes	Yes	Only the V1 enterprise seniority date is copied.

Payroll and Salary

Section or Component	Visible by Default	Visibility Condition	Is Data Copied During Transfer Within Same Legislative Data Group	Is Data Copied During Transfer to Different Legislative Data Group Within Same Legislation	Is Data Copied During Transfer to Different Legislation	Description
Payroll Details (Payroll)	Yes	Always	Yes (only for global transfer)	No	No	By default, all payroll information is copied only if the source and destination legal employers belong to the same legislative data group. The information that exists as of the global transfer date is copied but changes effective after the global transfer date aren’t. If the transfer results in a new payroll relationship, the information that exists at a payroll relationship level is also copied. This feature is available only when you perform the global transfer. The Payroll attribute defaults to the value from the source. You have the option to override the value if required.
Payroll Details (Tax Reporting Unit)	Depends on legislation	Needs to be enabled using HCM Experience Design Studio.	Yes (only for global transfer)	No	No	The Tax Reporting Unit attribute defaults to the value from the source. You have the option to override the value if required.
Payroll Details (person costing overrides)	No	Needs to be enabled using HCM Experience Design Studio.	No	No	No	By default, costing overrides aren't copied. If you choose to copy, then the copy occurs across the four levels at which the person costing setup is held.
Person Costing	No	Needs to be enabled using HCM Experience Design Studio.	Yes (only for permanent global transfer)	No	No	The Person Costing section allows you to update the costing information before it’s copied to the destination assignment, whereas the Payroll Details (person costing overrides) section doesn’t. The other major difference between the two sections is that the Person Costing section doesn’t support all four costing levels, it only supports the Assignment costing level. Additionally, the two sections are mutually exclusive; you must only enable one section, but not both.
Payroll Details (calculation cards)	No	Always	Yes (only for global transfer)	No	No	Each country’s legislation determines the calculation cards and components that are copied.
Payroll Details (recurring element entries)	No	Needs to be enabled using HCM Experience Design Studio.	Yes (only for global transfer)	No	No	Copy for element entries are subject to eligibility. If you want to exclude certain elements from the copy, you have to define an element (object) group with the usage type of Global Transfer.
Payroll Details (nonrecurring element entries)	No	Not applicable	No	No	No	Data not copied.
Payroll Details (Time Card Required and Overtime Period)	Conditional	Needs to be enabled using HCM Experience Design Studio.	Yes (only for global transfer)	No	No	Visibility depends on legislation. The Time Card Required and Overtime Period attributes default to the values from the source. You have the option to override the values if required.
Payroll Details (balances)	No	Needs to be enabled using HCM Experience Design Studio.	No	No	No	You carry forward assignment and relationship level balances using balance adjustments from the source to the target legal employer during the global transfer of employees. The overall balance that's copied includes: The balance calculated within the source payroll relationship. The balances copied to the source payroll relationship for prior global transfers.
Salary (Type 1, Type 3, and Type 4)	Yes	Always	Yes	No	No	The salary information is defaulted from the source assignment when the legal employers involved in the transfer have the same legislative data group. For Type 1 salary basis, the salary amount is determined by the user. For Type 3 salary basis, the salary amount is determined by rates. And for type 4 salary basis, the salary amount is determined by simple components.
Salary (Type 2)	Yes	Always	Only in certain scenarios.	No	No	For Type 2 salary basis, the salary amount is determined by incremental components. The salary basis setting should be: Enable component selection during allocation.

Compensation and Benefits

Section or Component	Visible by Default	Visibility Condition	Is Data Copied During Transfer Within Same Legislative Data Group	Is Data Copied During Transfer to Different Legislative Data Group Within Same Legislation	Is Data Copied During Transfer to Different Legislation	Description
Compensation (Individual Compensation Plan)	Yes	Always	Yes (only for global transfer)	No	No	When you transfer people globally, the process now automatically copies individual compensation awards and any document record attachments from the source legal employer to the destination legal employer.
Compensation (Compensation Plan)	Yes	Always	No	No	No	None
Benefits	No	Needs to be enabled using HCM Experience Design Studio.	No	No	No	You can select to transfer balance for a life event within the same legislative data group. You can choose the life event for global transfer and transfer the benefits balance to the worker's new assignment.

Performance Goals and Documents

Section or Component	Visible by Default	Visibility Condition	Is Data Copied During Transfer Within Same Legislative Data Group	Is Data Copied During Transfer to Different Legislative Data Group Within Same Legislation	Is Data Copied During Transfer to Different Legislation	Description
Performance Goals and Documents (Performance Documents and Performance Goals)	No	Only when there is a global transfer.	No	No	No	The performance goals and documents information is not copied. However, you can move performance goals and documents to the workers’ new assignments within a legal employer when using the Local and Global Transfer guided process. You can select to move performance goals and documents based on review periods. You can move all the workers' performance goals and documents associated with all review periods. Or, you can choose only current and future review periods and leave historic performance goals and documents associated with the inactive assignments.

Section or Component

Visible by Default

Visibility Condition

Is Data Copied During Transfer Within Same Legislative Data Group

Is Data Copied During Transfer to Different Legislative Data Group Within Same Legislation

Is Data Copied During Transfer to Different Legislation

Description

Performance Goals and Documents (Performance Documents and Performance Goals)

No

Only when there is a global transfer.

No

The performance goals and documents information is not copied. However, you can move performance goals and documents to the workers’ new assignments within a legal employer when using the Local and Global Transfer guided process.

You can select to move performance goals and documents based on review periods.

You can move all the workers' performance goals and documents associated with all review periods. Or, you can choose only current and future review periods and leave historic performance goals and documents associated with the inactive assignments.

Managers and Direct Reports

Section or Component	Visible by Default	Visibility Condition	Is Data Copied During Transfer Within Same Legislative Data Group	Is Data Copied During Transfer to Different Legislative Data Group Within Same Legislation	Is Data Copied During Transfer to Different Legislation	Description
Managers	Yes	Always	Yes	Yes	Yes	By default, manager information is copied that includes all manager types, such as line manager and project manager. However, you can change the manager values. The information that exists as of the global transfer date is copied if the Future Assignment Changes Copy Enabled profile option is set to Y.
Add Direct Reports	Yes	Always	Not applicable	Not applicable	Not applicable	You can add new direct reports during a global transfer.
Reassign Existing Reports	No	Only when the selected worker has direct reports.	Yes	Yes	Yes	This section is displayed on the questionnaire page only if the user has direct reports assigned. When the reporting manager of a pending worker is globally transferred, the worker continues to report to the source assignment of the manager even though the assignment becomes inactive after the global transfer.

Section or Component

Visible by Default

Visibility Condition

Is Data Copied During Transfer Within Same Legislative Data Group

Is Data Copied During Transfer to Different Legislative Data Group Within Same Legislation

Is Data Copied During Transfer to Different Legislation

Description

Managers

Yes

Always

Yes

By default, manager information is copied that includes all manager types, such as line manager and project manager. However, you can change the manager values.

The information that exists as of the global transfer date is copied if the Future Assignment Changes Copy Enabled profile option is set to Y.

Add Direct Reports

Yes

Always

Not applicable

You can add new direct reports during a global transfer.

Reassign Existing Reports

No

Only when the selected worker has direct reports.

Yes

This section is displayed on the questionnaire page only if the user has direct reports assigned.

When the reporting manager of a pending worker is globally transferred, the worker continues to report to the source assignment of the manager even though the assignment becomes inactive after the global transfer.

Other Sections

Section or Component	Visible by Default	Visibility Condition	Is Data Copied During Transfer Within Same Legislative Data Group	Is Data Copied During Transfer to Different Legislative Data Group Within Same Legislation	Is Data Copied During Transfer to Different Legislation	Description
Employment Contracts	No	Only if the destination legal employer is contract enabled.	No	No	No	No data is copied because contracts are defined within a legal employer context.
Weekly Working Hours	No	Needs to be enabled using HCM Experience Design Studio.	Yes	Yes	Yes	By default, all working hours information is copied, however, you can change this information.
Absences	Yes	Needs to be enabled using HCM Experience Design Studio.	Yes	No	No	All accrual plans are supported. The Local and Global Transfer process automates the accrual plan enrollment and copying of plan balances. When an employee is transferred, all active plans are end-dated in the old organization. If the employee is eligible for the same plans in the new organization, the application automatically enrolls the employee to the same plans.
Work Schedule Assignments	Not applicable	Not applicable	Yes	Yes	Yes	Only if the schedule and exceptions are available. Local and global transfers also automate work schedule enrollment and copy work schedule exceptions. When you globally transfer someone, all active and future work schedules and work schedule exceptions are automatically end dated in the old Legal Employer. The transfer process automatically links them with the same work schedule and work schedule exceptions in the new Legal Employer, if the schedule and exceptions are available. Additionally, as a manager or HR specialist, you can review all work schedule assignments affected by the transfer. You can see relevant messages about end-dating and copying schedules and exceptions using the Change Legal Employer dashboard.
Seniority Dates	Yes	Not applicable	Not applicable	Not applicable	Not applicable	This is a read-only section. Only the person-level seniority date rules that are configured to be displayed in guided flows are visible. This table shows the seniority dates that are displayed for different seniority date versions: V1 seniority dates: Enterprise and legal employer seniority dates. V2 seniority dates: No seniority dates are displayed. V3 seniority dates: Only person-level seniority date rules that are configured to be displayed in guided flows.

The document records will be moved from the source to the destination assignment during the global transfer only if the ORA_PER_DOR_ASG_LVL_MOVE_ON_CHANGE_LE profile option is set to Y. In case of multiple assignments in the source work relationship, only document records from the assignment used to start the global transfer will be moved.

These features aren’t specific to a worker's assignment and aren’t directly impacted due to a change in legal employer. Hence, there is no data copy option for these features.

Person Extensible Flexfields
Talent Profiles
Development Goals
Career Development Plans
Talent Review Meetings
Succession Management Plans
Learning Information
Workforce Reputation Information
Employee Wellness Information