1. Administering Payroll for the United States
  2. Employee Transfer Actions for the US

Employee Transfer Actions for the US

Here's what happens when you perform the various employee transfer actions.

Transfer Actions

Transfer actions that don't change the assignment or the legal employer

Action

How it works

Transfer guided process

  1. Updates the person's primary assignment.

  2. Leaves the work relationship and any other assignments unchanged.

    The assignment number and ID remain the same.

Local and Global Transfer process (local transfer)

Performs the same actions as the standalone Transfer guided process.

Note: Local transfers can't include payroll details. If you select Payroll Details as part of the transfer, you must select a new legal employer. This changes the transfer to global.

Transfer actions that change the assignment

Action

How it works

Add Assignment

  1. Creates an assignment.

  2. Leaves the work relationship, primary assignment, and any other assignments unchanged.

    By default, the new assignment is not the primary.

For further info, see Assignments in the Help Center.

End Assignment

Ends the selected assignment.

Temporary Assignment

  1. Creates an additional assignment.

  2. Suspends the existing assignments.

    The work relationship remains unchanged.

    The status of the existing assignments changes to Suspended - Payroll Eligible by default. You can change this status to any other value or revert to the original status using the Change Assignment flow.

Use this action when:

  1. The organization has clear guidelines about temporary assignments.

  2. The person is expected to return after the temporary assignment ends.

If you have a requirement to add an additional assignment for the person and end the source assignment in the future, then use add assignment instead of temporary assignment.

End Temporary Assignment

  1. Ends the temporary assignment.

  2. Reinstates the original assignments by the specified return date.

Transfer actions that change the legal employer

Action

How it works
Create Work Relationship

  1. Creates a work relationship and associated assignment.

  2. Leaves the existing work relationship, primary assignment, and any other assignments unchanged.

You end a work relationship by using the Terminate action.

Local and Global Transfer (global transfer)

Based on the data you change, this task determines if it's a local transfer, global transfer, or a global temporary assignment.

If you change the current legal employer and select the transfer type as permanent, the process performs a global transfer.

The process:

  1. Ends the person's assignments.

  2. Ends the current work relationship.

  3. Creates a work relationship in the new legal employer.

The new primary assignment inherits all the data from the source, but you can change this.

Note: A transfer that doesn't change the legal employer is a local transfer. For further info, see the previous tables.

Local and Global Transfer (global temporary assignment)

If you change the current legal employer and select the transfer type as temporary, the process performs a global temporary assignment.

The process:

  1. Suspends the current assignment

  2. Doesn't end the current work relationship.

    The status of the existing assignments in the source work relationship changes to Suspended-Payroll Eligible. You can change the status to any other value.

    You can reverse this change in status to the original status using the Change Assignment flow.

You must:

  1. Create a work relationship.

  2. Create a primary assignment within the new legal employer.

    It has all the data from the source by default, but you can change this.

Use this action when:

  1. The organization has clear guidelines about global temporary assignments.

  2. The person is expected to return after the global temporary assignment ends.

Note: Instead of global temporary assignment, use create work relationship when your requirements are to:

End Global Temporary Assignment

  1. Ends the temporary assignment and work relationship.

  2. Reinstates the assignments with the original legal employer.

Mass Legal Employer Change

Transfers multiple employees from different legal employers to the same destination legal employer.

This process:

  1. Ends the current work relationships for the employees.

  2. Creates relationships within the destination legal employer.

  3. Creates primary assignments, and ends the original ones.

    The new primary assignments have all the data from the original records by default, but you can change them.

Note: This process is limited to the HR Specialist role.

Source Assignment Status

You can override the default status of the source assignment by manually selecting it when you use these processes.

  • Local and Global Transfer (global transfer and global temporary assignment only)

  • Add Assignment (temporary assignment only)

This table shows the properties of Source Assignment Status and summarizes the visibility conditions and the drop-down values of the field.

Note: Source Assignment Status is visible only if you have enabled it through the HCM Experience Design Studio task. For further info, see HCM Experience Design Studio in the Help Center.

Field property

Local and Global Transfer (local transfer)

Local and Global Transfer (global transfer)

Local and Global Transfer (global temporary assignment)

Add Assignment (permanent)

Add Assignment (temporary)

Visibility

No

Yes

Yes

No

Yes

Values

N/A

All inactive HR statuses

All active and suspended HR statuses

N/A

All active and suspended HR statuses

Selected Value Applicability

N/A

All assignments of the source work relationship

Only the assignment which was used to start the flow

N/A

Only the assignment which was used to start the flow
Note: Some points regarding the source assignment status.

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