1. Administering Payroll for the United States
  2. Data Copy and Display Options for Employee Transfers for the US

Data Copy and Display Options for Employee Transfers for the US

When transferring an employee to a different permanent legal employer (global transfer or global temporary assignment), you can select the data you want to copy from the source to the target assignment. By default, the transfer process uses the data from the worker's source assignment.

These tables describe the visibility of the various sections in the Local and Global Transfer task and what data gets copied from the source to the destination for a global transfer and global temporary assignment.

Note:

  • The Transfer Within Same LDG columns apply only to global transfers

    Global temporary assignments to a different legislation always involve a change in legislative data group (LDG).

  • The Transfer to Different LDG Within Same Legislation and Transfer to Different Legislation columns can apply to both global transfers and global temporary assignments to a different legislation.

Personal Details and Other Info

Section or Component

Visible by Default

Visibility Condition

Transfer Within Same LDG

Transfer to Different LDG Within Same Legislation

Transfer to Different Legislation

Notes

Personal Details

No

  • Global transfer

  • Global temporary assignment to a different legislation

N/A

N/A

N/A

You can't edit the visibility of this section in HCM Experience Design Studio. Its visibility is controlled by the application.

The flow displays this section only if you are changing the legislation of the person’s work relationship. This is because the flow creates a name and legislation record based on the destination legislation

The flow includes Biographical Info and National Identifier because some applications, such as Payroll or Benefits, may require this info and including the regions during the transfer process reduces additional navigation.

Contact Info

No

Enabled using HCM Experience Design Studio

N/A

N/A

N/A

The flow displays this section when you select Contact Info from the questionnaire page.

This section displays any existing data. If no data exists, you can enter it as part of the transfer process.

Legislative Info

No

  • Global transfer

  • Global temporary assignment to a different legislation

N/A

N/A

Data copied by default

This section isn't available in HCM Experience Design Studio, and its visibility is controlled by the application.

When performing a transfer to a different country, and the lookup codes in the source and destination are the same, the flow copies legislative info to the destination legislation, such as a person’s marital status, ethnicity, religion, or gender.

If the codes are not the same, the fields are blank, and you can select from the destination country’s valid list of values.

Other Info

No

Enabled using HCM Experience Design Studio

Data copied by default

Data copied by default

Data copied by default

The flow displays this section when you select Other Info from the questionnaire page.

This section displays any existing data. If no data exists, you can enter it as part of the transfer process.

Assignments and Work Relationships

Section or Component

Visible by Default

Visibility Condition

Transfer Within Same LDG

Transfer to Different LDG Within Same Legislation

Transfer to Different Legislation

Notes

Assignment and Work Relationship (nonflexfield attributes and descriptive flexfields)

Yes

Always

Data copied by default

Data copied by default

Data copied by default

By default, the flow copies all assignment and work relationship info, including both nonflexfield attributes and descriptive flexfields (DFFs). However, you can change the assignment and work relationship values. The flow copies info that exists as of the transfer date but not changes effective afterwards.

You can select the source assignment status during a global transfer or global temporary assignment.

You can also override the default source assignment status by selecting the status from the page in the responsive Local and Global Transfer flow.

For further info, see Overview of Flexfields in the Help Center.

Assignment and Work Relationship (developer descriptive flexfields)

Yes

Always

Data copied by default

Data copied by default

Data not copied by default

By default, the flow copies all developer descriptive flexfields (DDFs).

For further info, see Overview of Flexfields in the Help Center.

Assignment (extensible flexfield contexts)

No

Enabled using HCM Experience Design Studio

Data copied by default

Data copied by default

Data copied by default

By default, the flow copies all assignment extensible flexfield (EFF) contexts. However, you can select contexts that you don't want copied. The smart list of values only provides the list of contexts which has data populated in the source assignment.

This feature is available for global transfers only.

Note: During the transfer transaction, you can select to copy the list of extensible contexts in the When and Why section. However, the list of extensible contexts isn't refreshed even if you change the legal employer or change the global transfer to global temporary assignment.

For further info, see Overview of Flexfields in the Help Center.

Work Relationship (V1 Seniority Dates)

No

Only version 1 (V1) seniority dates

Data copied by default

Data copied by default

Data copied by default

The flow copies only the V1 enterprise seniority date.

Payroll and Salary

Section or Component

Visible by Default

Visibility Condition

Transfer Within Same LDG

Transfer to Different LDG Within Same Legislation

Transfer to Different Legislation

Notes

Payroll Details

Yes

Always

Data copied by default

Data not copied by default

Data not copied by default

By default, the flow copies all payroll info only if the source and destination legal employers belong to the same LDG. The flow copies info that exists as of the transfer date but not changes effective afterwards. If the transfer results in a new payroll relationship, the info that exists at a payroll relationship level is also copied.

The values in this section are derived from the assignment of the person you are transferring. You can override it if required.

For further info, see How the Local and Global Transfer Process Handles Payroll Details in the Help Center.

Payroll Details (tax reporting unit)

Depends on legislation

Enabled using HCM Experience Design Studio

Data copied by default

Data not copied by default

Data not copied by default

This feature is available only for global transfers.

The tax reporting unit defaults to the value from the source. You can override it if required..

Payroll Details (person costing overrides)

No

Enabled using HCM Experience Design Studio

Data not copied by default

Data not copied by default

Data not copied by default

If you choose to copy the costing overrides, it occurs across the four levels at which the person costing setup is held.

For further info, see What Happens to Costing Overrides During Person Transfers in the Help Center.

Payroll Details (calculation cards and components)

No

Always

Data copied by default

Data not copied by default

Data not copied by default

This feature is available only for global transfers.

When you choose to copy calculation cards as part of a transfer, the process copies:

  • Benefits and Pension card

  • Involuntary Deductions card

  • Reporting Information card

  • Tax Withholding card

For further info, see What Happens to Calculation Cards During Person Transfers in the Help Center.

Payroll Details (recurring element entries)

No

Enabled using HCM Experience Design Studio

Data copied by default

Data not copied by default

Data not copied by default

The flow creates or copies element entries based on the element eligibility criteria. If you want to exclude certain elements from the copy:

  1. Define an element (object) group with the usage type of Global Transfer.

  2. In Payroll Details, select the group in Element Group.

For further info, see What Happens to Element Entries During Person Transfers in the Help Center.

Payroll Details (nonrecurring element entries)

No

N/A

Data not copied by default

Data not copied by default

Data not copied by default

The transfer process doesn't include nonrecurring element entries.

For further info, see What Happens to Element Entries During Person Transfers in the Help Center.

Payroll Details (Time Card Required and Overtime Period values)

Conditional

Enabled using HCM Experience Design Studio

Data copied by default

Data not copied by default

Data not copied by default

By default, the Time Card Required and Overtime Period fields are hidden. Their values are automatically copied during the transfer.

Payroll Details (balances)

No

Enabled using HCM Experience Design Studio

Data not copied by default

Data not copied by default

Data not copied by default

You carry forward assignment and relationship level balances using balance adjustments from the source to the target legal employer during the global transfer of employees.

The overall balance that's copied includes:

  • Balance calculated within the source payroll relationship

  • Balances copied to the source payroll relationship for prior global transfers

Salary for these salary basis types:

  • Amount determined by user

  • Amount determined by rates (advanced)

  • Amount determined by simple components (standard)

Yes

Always

Data copied by default

Not supported

Not supported

When the legal employers involved in the transfer have the same LDG, the process defaults the salary info from the source assignment.

Salary for the Amount determined by incremental components salary basis type

Yes

Always

See Notes

Not supported

Not supported

When the legal employers involved in the transfer have the same LDG, and the salary basis setting is Enable component selection during allocation, the process defaults the salary info from the source assignment.

Otherwise, it doesn't copy any salary info during the transfer.

Individual Compensation and Benefits

Section or Component

Visible by Default

Visibility Condition

Transfer Within Same LDG

Transfer to Different LDG Within Same Legislation

Transfer to Different Legislation

Notes

Compensation (Individual Compensation Plan)

Yes

Always

Data copied by default

Data not copied by default

Data not copied by default

When you perform a global transfer, the process automatically copies individual compensation awards from the source legal employer to the destination.

Compensation (Compensation Plan)

Yes

Always

Data not copied by default

Data not copied by default

Data not copied by default

Benefits

No

Enabled using HCM Experience Design Studio

Data not copied by default

Data not copied by default

Data not copied by default

You can select to transfer the balances for a life event within the same LDG.

Performance Goals and Documents

Section or Component

Visible by Default

Visibility Condition

Transfer Within Same LDG

Transfer to Different LDG Within Same Legislation

Transfer to Different Legislation

Notes

Performance Goals and Documents (Performance Documents and Performance Goals)

No

Global transfer

Data not copied by default

Data not copied by default

Data not copied by default

The transfer process doesn't copy performance goals and documents info. Use the Local and Global Transfer task to move performance goals and documents to the workers' new assignments.

You select the performance goals and documents based on review periods.

You can:

  • Move the worker's performance goals and documents associated with all review periods.

  • Choose only current and future review periods and leave historic performance goals and documents associated with the inactive assignments.

Managers and Direct Reports

Section or Component

Visible by Default

Visibility Condition

Transfer Within Same LDG

Transfer to Different LDG Within Same Legislation

Transfer to Different Legislation

Notes

Managers

Yes

Always

Data copied by default

Data copied by default

Data copied by default

By default, the process copies the manager info that includes all manager types, such as line manager and project manager. However, you can change these values.

Add Direct Reports

Yes

Always

N/A

N/A

N/A

You can add direct reports during a global transfer.

Reassign Existing Reports

No

Worker has direct reports

Data copied by default

Data copied by default

Data copied by default

Other Sections

Section or Component

Visible by Default

Visibility Condition

Transfer Within Same LDG

Transfer to Different LDG Within Same Legislation

Transfer to Different Legislation

Notes

Employment Contracts

No

Destination legal employer is contract enabled

Data not copied by default

Data not copied by default

Data not copied by default

The process doesn't copy any data because contracts are defined within a legal employer context.

Weekly Working Hours

No

Enabled using HCM Experience Design Studio

Data copied by default

Data copied by default

Data copied by default

By default, the process copies all working hours info. However, you can change this info.

Absences

Yes

Enabled using HCM Experience Design Studio

Data copied by default

Data copied by default

Data copied by default

The Local and Global Transfer process supports all accrual plans.

The process automates the accrual plan enrollment and copying of plan balances. When you transfer an employee, the process end-dates all active plans in their source assignment. If the employee is eligible for the same plans in their new organization, the process enrolls them.

Work Schedule Assignments

N/A

N/A

Data copied by default

Data copied by default

Data copied by default

The process copies work schedule assignments only if the schedule and exceptions are available.

Local and global transfers also automate work schedule enrollment and copy work schedule exceptions. When you globally transfer someone, the process end-dates all active and future work schedules and work schedule exceptions in the source legal employer. If the schedule and exceptions are available, the transfer process automatically links them with the same work schedule and work schedule exceptions in the new legal employer.

Note: As a manager or HR specialist, you can review all work schedule assignments affected by the transfer. Use the Change Legal Employer dashboard to see relevant messages about end-dating and copying schedules and exceptions.

Seniority Dates

Yes

N/A

N/A

N/A

N/A

This is a read-only section. Only the person-level seniority date rules that are configured to be displayed in guided flows are visible.

This table shows the seniority dates displayed for different seniority date versions.

  • V1 seniority dates: Enterprise and legal employer seniority dates.

  • V2 seniority dates: No seniority dates are displayed

  • V3 seniority dates: Only person-level seniority date rules that are configured to be displayed in guided flows

Document Records

The Local and Global Transfer task copies document records from the source to the destination assignment only if the ORA_PER_DOR_ASG_LVL_MOVE_ON_CHANGE_LE profile option is set to Y. In case of multiple assignments in the source work relationship, only document records from the assignment used to start the global transfer are moved.

Note: These transfer types don't support copying document records.

Features Not Copied

These features aren't specific to a worker's assignment and aren't directly impacted during a transfer. Hence, there's no data copy option for them.

  • Person Extensible Flexfields

    For further info, see Overview of Flexfields in the Help Center.

  • Talent Profiles

  • Development Goals

  • Career Development Plans

  • Talent Review Meetings

  • Succession Management Plans

  • Learning Info

  • Workforce Reputation Info

  • Employee Wellness Info

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