Payment Methods During Person Transfers for Kuwait
Payment methods indicate the method of payment, such as check, cash, or credit. When you define the payment methods, you associate a source bank account with each payment type.
During a transfer, the Local and Global Transfer process automatically copies the payment methods from the source payroll relationship to the target.
Personal Payment Methods
When a person transfer results in a new payroll relationship, the process automatically copies the personal payment methods (PPMs). For further info, see Personal Payment Methods in the Help Center.
If the target payroll relationship has a valid organization payment method (OPM), the process copies:
-
The person's PPMs from the source payroll relationship.
-
The prenote status from the source payroll, so you don't have to repeat prenotification.
Any subsequent PPM that uses the same bank account inherits this prenote status.
For further info, see Prenotifications in the Help Center.
Here's how the process handles different PPM scenarios.
If the method's start date is |
And its end date is |
The process |
---|---|---|
After the global transfer |
N/A |
Copies the PPM to the new payroll relationship |
Before the global transfer |
After the global transfer |
Copies the PPM to the new payroll relationship |
Before the global transfer |
Before the global transfer |
Doesn't copy the PPM |
Considerations for Organization Payment Methods
Third-Party Payment Methods
You use third-party payment methods to process payments to external organizations and people. Unlike PPMs, these payment methods aren't restricted to a single payroll relationship.
However, if the third-party payee is a person, you should link the payment method to their target payroll relationship. You don't have to link the payment method if the third-party payee is an organization. The process links payment methods for the third-party person to the target payroll relationship if the OPM is valid for the target payroll.