Best Practices for Global Transfer

Here are the best practices for managing benefits with global transfers:

Best Practice

Aspect	Best Practice
Benefits relationships for legal employers in the same country	Configure the default benefits relationships at the country level to accommodate all your legal employers in the country. You need to keep the Country field populated.
Employee transfer considerations	No. You don’t need to terminate the benefits in the prior legal employer and process the employees again as a new hire in new legal employer. We recommend that you process the transfer event to account for any changes to eligibility or rates. You can continue with the same benefits as before the transfer by setting appropriate enrollment and default codes in the plan configuration work area. When a global transfer occurs, these benefit objects are carried forward to the new legal employer: Enrollments. Beneficiaries. User-entered amounts, such as FSA or DCRA. The Original Coverage Start Date is carried forward, if the person is continuing in the same plan and option.
Benefits relationship for individual legal entities	You don't need individual legal entities. You configure 1 benefits relationship record at the country level to accommodate all legal entities in that country.

Aspect

Best Practice

Benefits relationships for legal employers in the same country

Configure the default benefits relationships at the country level to accommodate all your legal employers in the country. You need to keep the Country field populated.

Employee transfer considerations

No. You don’t need to terminate the benefits in the prior legal employer and process the employees again as a new hire in new legal employer.

We recommend that you process the transfer event to account for any changes to eligibility or rates. You can continue with the same benefits as before the transfer by setting appropriate enrollment and default codes in the plan configuration work area.

When a global transfer occurs, these benefit objects are carried forward to the new legal employer:

Enrollments.
Beneficiaries.
User-entered amounts, such as FSA or DCRA.
The Original Coverage Start Date is carried forward, if the person is continuing in the same plan and option.

Benefits relationship for individual legal entities

You don't need individual legal entities. You configure 1 benefits relationship record at the country level to accommodate all legal entities in that country.