Transfer Actions

You can use these actions to move people within the same assignment.

Action	How it works
Transfer	Updates the current assignment and leaves the work relationship and any other assignments unchanged.
Local and Global Transfer	If you don't change the current legal employer, the transfer is local and within the same assignment. Local transfer updates the current assignment and leaves the work relationship and any other assignments unchanged. The assignment number and ID remain the same. The local transfer does the same update as the standalone Transfer guided process. Based on the data that you change, the application automatically determines if it’s a local or global transfer or a global temporary assignment.

You can use these actions to move people within the same legal employer.

Action	How it works
Add Assignment	Creates an additional assignment leaving the work relationship, primary assignment, and any other assignments unchanged. By default, the additional assignment is nonprimary. You end the assignment by selecting the End Assignment action.
Temporary Assignment	Creates an additional assignment and 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. This action is recommended when the organization has clear guidelines about temporary assignments and the person is expected to return back after the temporary assignment ends. If you have a requirement to add an additional assignment for the person and end the source assignment in future, then you must use add assignment instead of temporary assignment. It's recommended to not create a new temporary assignment by using an existing temporary assignment as the source.
End Temporary Assignment	Ends the temporary assignment and reinstates the original assignments by the specified return date.

You can use these actions to move people to a different legal employer.

Action	How it works
Create Work Relationship	Creates an additional work relationship and associated assignment leaving the existing work relationship, primary assignment, and any other assignments unchanged. If you create an additional work relationship in another legal employer, you have two concurrent work relationships in different legal employers. You end a work relationship by using the Terminate action.
Local and Global Transfer - Global Transfer	If you change the current legal employer and select the transfer type as permanent, then it results in a global transfer. Permanent global transfer ends the current assignment and any other assignments, and ends the current work relationship. Additionally, it creates a new work relationship in the newly selected legal employer. Note: The global transfer won’t delete future dated assignments if a time card exists for any assignments in the source work relationship. If a time card exists, the application stops the global transfer and displays an error message. If you don't want the application to prevent deletion of a future dated assignment when a time card exists, set the ORA_PER_EMPL_DISABLE_TIME_CARD_CHK_CANCEL_WR profile option value to Y. This check isn’t applied when only a date-effective assignment record is deleted. The new primary assignment has all the data from the old one by default, but you can change it.
Local and Global Transfer - Global Temporary Assignment	If you change the current legal employer and select the transfer type as temporary, then it results in a global temporary assignment. Global temporary assignment suspends only the current assignment and doesn't end the current work relationship. You create a new work relationship and a primary assignment within the new legal employer. The new primary assignment has all the data from the old one by default, but you can change it. You create a primary assignment for the new work relationship in the new legal employer. The status of the existing assignments in the source work relationship changes to Suspended-Payroll Eligible by default. You can change the status of the existing assignments from Suspended-Payroll Eligible to any other value. You can reverse this change in status to the original status using the Change Assignment flow. This action is recommended when the organization has clear guidelines about global temporary assignments and the person is expected to return back after the global temporary assignment ends. If you have a requirement to add an additional work relationship for the person and end the source work relationship in future, then you must use create work relationship instead of global temporary assignment. It’s recommended to not create a new global temporary assignment by using an existing global temporary assignment as the source.
End Global Temporary Assignment	Ends the temporary assignment and work relationship and reinstates the assignments with the original legal employer.
Mass Legal Employer Change (For HR specialists)	Transfers multiple employees from different legal employers to the same destination legal employer. Ends the current work relationships for the employees and creates new ones within the destination legal employer. Creates new primary assignments and ends the old ones. The new primary assignments have all the data from the old records by default, but you can change it.

What Happens to Source Assignment Status

You can override the default status of the source assignment by manually selecting it in the Local and Global Transfer (Global Transfer and Global Temporary Assignment only) and Add Assignment (Temporary Assignment only) flows.

This table shows the properties of the source assignment status:

Field Property	Local and Global Transfer (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	Not applicable	All inactive HR statuses	All active and suspended HR statuses	Not applicable	All active and suspended HR statuses
Selected Value Applicability	Not applicable	All assignments of the source work relationship	Only the assignment which was used to start the flow	Not applicable	Only the assignment which was used to start the flow

Here are some points to keep in mind regarding the source assignment status:

• The status is controlled by the application and it's automatically available in the applicable flows.

• The status value must be valid as of the effective date of the corresponding flow.

• The default status of the source assignment is displayed.

• The default sort order of the status is displayed first, followed by descending order of system status (in the order Suspended to Active) for Global Temporary Assignment and Temporary Assignment flows.

• The status isn't supported in the HCM Data Loader, REST, and HCM Spreadsheet Data Loader tools.