Transfer Workforce Compensation Data to HR Process
To post base pay adjustments to salary records and element entries to payroll, use the Transfer Workforce Compensation Data to HR process. Also use this process to post stock grants to stock history and job, grade, and position changes to the assignment records specified in the plan. Depending on the plan worksheet configurations, some of the transfer details pages might not have any data to transfer.
- To transfer all data, select and configure all relevant element, salary, stock, and promotion details.
- To transfer specific data, configure those details and unselect the details on all other pages except Other Details. For example, to transfer just stock grants, configure the stock details and unselect all element, salary, and promotion details.
You need to post the same types of details for a person, in the same transfer process. For example, post all of Lynn's element details in a single transfer. You can't post some of their element details with one transfer process and the post more element details with a later transfer process. You can post all of their element details with one transfer process and then post all of their stock details with a later transfer process.
When you run the Transfer Workforce Compensation Data to HR process the process transfers the Proposed Grade Step attribute along with existing Job, Grade, Position, and Assignment Name Change attributes of a person's assignment. The Transfer process skips salary transfers for those workers who are on a Grade Ladder of Type Grade and Steps and the Grade Ladder has Include salary updates checked. The Transfer process log shows the reason an update was skipped. After a Proposed Grade Step is transferred to an assignment from a plan cycle, the Rate Synchronization process needs to run separately to update the new salary on the assignment because the Transfer process doesn't update the salaries.
View Statistics
You can better understand the raw data related to the plan, cycle, and action you're transferring data for by expanding the View Statistics section. You can see the total, eligible, processed, partially processed, and unprocessed assignments included in the transfer process configuration. You can also see how many assignments are marked to not process and processed assignments for salary, stock, promotion, and elements column.
People Whose Employment Was Terminated
To post single compensation payments and salary adjustments for people whose employment was terminated, run the Transfer Workforce Compensation Data to HR process when the compensation cycle is over. Make sure that the plan cycle is still open though. The effective date of the compensation allocations must be before or on the person's employment termination date. The transfer process fails to post any payments and adjustments with an effective date after the person's payroll last standard process date.