Local and Global Transfer for the US

Use the Local and Global Transfer process to transfer individual workers to a new work location.

Use this process to perform these employee transfers.

Transfer type	Changes the legal employer?
Local transfer within the assignment	No
Global transfer	Yes
Global temporary assignment	Yes

To run this process:

From My Client Groups, click Show More.
In Employment, click Local and Global Transfer.
Search for and select the person you are transferring.
Select the employee info you are transferring.
In When and Why, specify details about this transfer.

If you select a new legal employer, the transfer becomes a global transfer.
Click Continue.

Before You Start

Before performing a transfer, complete all payroll runs and then set the final close date according to your requirements.

Some fields and copy options are enabled by default and hidden on this process. You can use HCM Experience Design Studio to configure what fields are hidden or displayed according to user role. For example, you can choose to hide some of the payroll fields from the line manager and make them visible to the payroll manager. For further info, see HCM Experience Design Studio in the Help Center.

Parameters

The available parameters depend on what info you chose to manage during the transfer. For further info, see Data Copy and Display Options for Employee Transfers for the US in the Help Center.

Of special consideration is Source Assignment Status. This parameter is available only for some transfer types. This table also summarizes the visibility conditions and the drop-down values of the field.

For this transfer type	Is it visible?	What values does it include?	What the values apply to
Add temporary assignment	Yes	All active and suspended HR statuses	The assignment used to start the process
Add permanent assignment	No	N/A	N/A
Local transfer	No	N/A	N/A
Global transfer	Yes	All inactive HR statuses	All assignments on the person's source work relationship
Global temporary assignment	Yes	All active and suspended HR statuses	The assignment used to start the process

Note:

The task controls the status, and it's automatically available in the applicable process.
The status value must be valid as of the effective date of the process.
This field displays the default status of the source assignment.
The field displays the default sort order of the status first, followed by descending order of system status for the transfer process from Suspended to Active.
The status isn't supported in the HCM Data Loader, REST, and HCM Spreadsheet Data Loader tools.

Process Results

The process copies the data from the original assignment and work relationship to the new ones, depending on your selections.

Note: You can use the Change Legal Employer Dashboard to view the results of a transfer. It lists a consolidated summary related to the global transfer for each employee. For further info, see Dashboard for Legal Employer Change in the Help Center.

Here's the payroll items the process can copy. For details on all data the process can copy, see Data Copy and Display Options for Employee Transfers for the US in the Help Center.

Payroll item	What this includes
Payroll Relationship and Assignment attributes (Payroll Details)	Attributes such as payroll, overtime period, and time card. These values default to the value from the source, and you can override them if required.
Personal Payment Methods	Payment methods are copied subject to the availability of a valid organization payment method (OPM) for the same payment type.
Third-Party Payment Methods	Payment methods are copied subject to a valid OPM on the target payroll. For further info, see What Happens to Payment Methods During Person Transfers in the Help Center.
Person Costing Overrides	All costing overrides are copied. For further info, see What Happens to Costing Overrides During Person Transfers in the Help Center.
Recurring Element Entries	Copy for element entries are subject to eligibility. The process doesn't copy adjustments made after the global transfer date. For further info, see What Happens to Element Entries During Person Transfers in the Help Center.
Calculation Cards and Components	The process copies these cards and components at the payroll relationship level. Tax Withholding, Federal component Involuntary Deductions Benefits and Pensions It doesn't copy cards at the payroll statutory unit (PSU) and tax reporting unit (TRU) levels. For further info, see What Happens to Calculation Cards During Person Transfers for the US in the Help Center.
Balances	The process copies the source assignment and relationship-level balances to the target assignment and payroll relationship respectively. For further info, see the following in the Help Center. What Happens to Balance Effective Dates During Person Transfers for the US What Happens to Total Owed Deductions During Person Transfers for the US