Copy Future Dated Changes
You can copy future-dated changes and preserve end dates on the payroll objects, to include calculation cards and person costing overrides, copied during a change of legal employer (Global Transfer).
For example, if a recurring element entry has an end date after the global transfer date (future change) and you choose to copy the element entry as of the global transfer date, the end date is also copied.
These are the two types of future changes you can copy during a Global Transfer:
- Future updates to the record created as of the global transfer date.
- Future record that begins after the global transfer date.
Copying future dated changes for calculation cards is supported by the Local and Global Transfer flow as well as the Mass Change Legal Employer flow. Legislation rules control the type of calculation card changes that are copied during a global transfer. Let's take a US example, if you perform a global transfer effective December 1, 2022 for a US employee who has already updated the tax card effective January 1, 2023, both the tax card effective December 1, 2022 as well as the future changes are copied to the new payroll relationship created by the global transfer. For more details, refer to the global transfer help documentation specific to your legislation.
Future changes to employment data are copied only if you choose to copy future assignment updates. The following payroll objects are considered employment data and supported with this feature:
- Overtime Period
- Timecard Required
- Element Entries not linked to Calculation Cards, including future nonrecurring entries.
- Person Costing overrides
- Calculation Cards
Use the HR profile option Future Assignment Changes Copy Enabled (ORA_PER_CLE_COPY_FUT_ASG) in the Local and Global Transfer flow to copy future changes to employment data.
In the Mass Legal Employer Change flow, select the checkbox Copy future assignment updates to copy future changes on employment data.
For example, select this option for a global transfer due to a re-organization, merger, or acquisition, where the employees are expected to continue with the same employment data, including those scheduled for the future.
For personal data (Personal Payment Methods) and calculation cards, the future changes are copied irrespective of what's set on the HR profile option or the check box.