Overview
All transfers between legal employers are known as global transfers. During a global transfer, the application creates a work relationship and assignment under the new legal employer.
If the global transfer is permanent, the application terminates the existing work relationship and all assignments under it as of a day prior to the global transfer date. In this scenario, the application sets the Last Standard Earnings Date and Last Standard Process Date automatically, but you have to set the Final Close Date according to your requirements. Depending on the payroll relationship rules, the application might create a new assignment under a different payroll relationship.
During a legal employer change within the legislative data group (LDG), you can select the data that you want to copy from the source to the target assignment and payroll relationship. The information that exists as of the global transfer date is copied, but changes effective after the global transfer date aren't. For example, John has been global transferred on 1st April 2020 and has a recurring element entry for meal allowance of 50, which increases to 65 on 1st May 2020. The application will copy the data that exists as of the global transfer date (1st April 2020) and the change effective on 1st May 2020 isn't copied as it begins after the transfer date.
What's Copied
For permanent local transfers within the LDG, you can choose the data that you want to copy to the new payroll relationship and assignment. In the Payroll Details section of the Local and Global Transfer or Mass Legal Employer Change, select the check box for the corresponding data items that you want to copy. You can copy these payroll items in the event of a transfer.
Feature |
Description |
---|---|
Payroll Relationship and Assignment attributes (Payroll Details) |
Attributes, such as Payroll are copied. 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 for the same payment type. |
Person Costing Overrides |
Costing overrides are copied across four levels at which the costing setup is held. |
Recurring Element Entries |
Copy for element entries are subject to eligibility. The application doesn't copy adjustments made after the global transfer date. |
Calculation Cards and Components |
If you specify a tax reporting unit during a transfer, the following occurs:
|
Change Legal Employer Dashboard
You can view the global transfer details for employees on the Change Legal Employer Dashboard. This page lists a consolidated summary related to the global transfer for each employee. When you select an employee to view their transfer details, you can see status messages and links to the functional areas that you have access to. For example, if you have access to the personal payments methods but not element entries, you would see the consolidated summary for both areas but the detailed messages and the corresponding links for only the personal payment methods. The dashboard displays data only for employees whose transfer was initiated from the Local and Global transfer flow.
Override Default Settings
By default, several fields and copy options are enabled and hidden on the Local and Global Transfer flow. You can configure which fields are hidden or shown for each role using HCM Experience Design Studio. For example, you can choose to hide some of the payroll fields from the line manager and make them visible to the payroll manager.
You could also set or modify default values using auto defaulting rules. For example, all recurring element entries are copied subject to eligibility. But you could exclude certain elements by defining an element (object) group and using it as the default value for the element group field.