Global Transfer of Calculation Cards
Calculation cards capture values required for payroll calculations. During a global transfer, you can copy the Tax Credit Information calculation card and its components at a payroll relationship level.
When a global transfer is initiated in a Canadian
Legislative Data Group (LDG), all components, including all flexfields
and value definitions, are copied from the old Legal Employer to the
new Legal Employer. The application doesn't copy the taxation component, HRX_CA_WTH_TAXATION
. Also, the Vacation Liability
Plan and Vacation Service Date (which are located on the taxation
component) aren't copied and are left blank. The application copies
the employee's Tax Credit Information card and its components at the
payroll relationship level. Cards at the Payroll Statutory Unit (PSU)
and Tax Reporting Unit (TRU) level aren't copied.
The global transfer process ends the current assignment or assignments, and the work relationship of the old Legal Employer, then creates a new work relationship and assignment in the new Legal Employer.
Rules for Copy
These rules determine how the application copies the calculation card and its components.
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The application copies the card or component from the source payroll relationship, if the target payroll relationship doesn't have the card or component.
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The application creates an association for the target TRU only if it exists for the source TRU. For cards and components associated to the source TRU, the application verifies whether the target card and component is associated to the target TRU. The application creates a new association, if an existing association isn't present.
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For cards and components having an association detail record on the source assignment, the application creates an association detail for the target assignment.
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All components are copied except the taxation component,
HRX_CA_WTH_TAXATION
. Also, the Vacation Liability Plan and Vacation Service Date, that are located on the taxation component, aren't copied and are left blank.
Calculation Card Copy Scenarios
These scenarios describe whether the application creates or reuses calculation cards and components.
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When the payroll relationship and TRU are unchanged
For transfers within a PSU, the application creates a new assignment in the same payroll relationship depending on the payroll relationship rules for the legislation.
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The application reuses the existing card and component and adds a new association detail to the target assignment if required.
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When the target TRU is different from the source, but payroll relationship remains unchanged
For transfers within a PSU, the application creates a new assignment in the same payroll relationship depending on the payroll relationship rules for the legislation.
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The application can reuse the card and component associated to the source TRU for the target TRU depending on each country's legislation. If not, the application creates a new card and component, and associates it to the target TRU.
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If the application reuses the card and component, it may support only one TRU at a time. In such a scenario, the application updates the TRU association to the new TRU as of the global transfer date. In all other scenarios, the source TRU association isn't changed, but the application associates the target TRU with the new TRU.
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The application creates a new association detail to the target assignment, if required.
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When the target payroll relationship and TRU are different from the source
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The application creates a new card and component, and copies the source information to the new card and component. The application also adds an association to the target TRU and an association detail for the new assignment.
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If multiple TRUs exist for the target legal employer, you must add the TRU association manually.
Involuntary Deductions Calculation Cards
When a global transfer is initiated in a Canadian Legislative Data Group (LDG), the application transfers the employee's Involuntary Deductions Calculation Card values at the same time.
If the Total Owed amount is already reached for the source Legal Employer, the involuntary deduction card is copied, but its card components and its corresponding data, aren't copied. You will receive a message in the dashboard informing you that the total owed amount is already reached.
If the target LE has a different payroll frequency than the source LE, you will receive a message on the dashboard. If this occurs, you must update the calculation values for the new payroll frequency.