Global Transfer Example

This example describes how to transfer an employee to a different legal employer within the same legislative data group.

You initiate the transfer as a line manager and approve the payroll details as a payroll manager. The application then routes the request to the approver and after approval, a new assignment is created as part of the global transfer. A new payroll relationship is created if the legal employer has a separate Payroll Statutory Unit (PSU) for each of its entities.

This image describes the flow of a Global Transfer.

Scenario

Vision Restaurants has separate legal employers for Fast Food and Fine Dining. John Doe is a restaurant manager transferred to the fast food chain. Initiate the transfer and copy payroll attributes to the new payroll relationship. Exclude the copy of costing overrides as Vision Restaurants doesn't copy them by default, as there are exceptions to this based on their employees being loaned out within the same legal employer.

Prerequisites

In this scenario, Vision Restaurants has configured the workflow in such a way that the line manager initiates the transfer and then routes the request to the payroll manager to validate the payroll attributes. The payroll fields such as Copy Costing Overrides and Element Entries are hidden from the line manager using HCM Experience Design Studio.

Initiate the transfer

The Line Manager initiates the transfer from the Local and Global Transfer flow.

Go to the Local and Global Transfer flow, select the info you want to manage. Click Continue.
Enter the new legal employer details, and date of transfer in the When and Why page. Click Continue.
On the Payroll Details page, click Submit.

Copy Payroll Details

The Payroll Manager receives the transaction initiated by the line manager and selects the data which needs to be copied over.

Select the payroll to which the employee is transferred to.
Deselect the Copy Costing Overrides field to exclude the copy.
Click Submit.

After the successful validation of the payroll attributes the request is sent for approval. The application then generates a new assignment and payroll relationship as part of the global transfer.