Copy Individual Compensation Allocations During Local and Global Transfer

You can ensure that local and global transfers automatically copy individual compensation allocations and personal contributions to the new assignment. Do this when you configure plan access for individual compensation plans.

Either set Restrict Plan Access to No. Or set it to Yes and add the Global Transfer action.

Tip: When the plan element uses the Last Standard Process Date or Last Standard Earning Date date, the plan isn't end dated for the source assignment.

When Allocations and Contributions Aren't Copied

The automatic copy doesn't happen for these situations:

• If the legal employers for the source and destination assignments have different legislative data groups
• If the local and global transfer action doesn't include the Individual Compensation section, or the person proposing the transfer don't visit the section
• If Restrict Plan Access is Yes and the Global Transfer action isn't added