Mass Legal Employer Change

When you need to transfer multiple employees to the same legal employer, use the Mass Legal Employer Change task. This accomplishes the transfers in a single batch.

It uses the Local and Global Transfer process to copy the selected employees' assignment and work relationship data from the source to the destination work relationship. The data is copied as of the global transfer date along with any future-dated changes.

Some things to consider when performing this kind of transfer.

• Use this task to transfer people from different legal employers into the same target legal employer.

• Use this task when changing legal employers within the same country or legislation. If you use this task to mass change legal employers across legislations, it doesn't copy the data for salary and payroll. Additionally, there may be issues with certain personal data elements that aren't copied across legislations.

  For example, a person is transferring from the Netherlands to the United States. In the Netherlands, their marital status is Living Together. Because the US doesn't have this status, their marital status would be null. However, if the marital status is Married, both legislations support that status, and it would be copied during the transfer.

• You can override certain assignment attributes from the source assignment that are common and apply to the set of workers transferring to new legal employers.

  For example, these attributes can include the business unit, department, and location. However, you can't override assignment attributes like job, grade, and position because they are unique and may differ for each worker in the destination assignment.

  For further info, see HCM Experience Design Studio in the Help Center.

• All types of direct reports are copied to the assignment, which gets newly created during the Mass Legal Employer Change process.

• Pending and draft performance goals aren't transferred to the new assignment when you do a mass legal employer change. Therefore, you must make sure approvals for such performance goals are complete before you perform the transfer.

• You can't do a mass legal employer change for an employee that has:
  • Future-dated global transfer or global temporary assignment change
  • Pending transaction awaiting approval that involves an assignment change

  • Work relationship start date with the same as the effective date of the transfer

Data Transferred

This task copies the following data items.

Data Item	What This Includes
Override Assignment Values	You can provide specific values for certain assignment attributes. These values: Apply to all people being transferred Override the corresponding values on their source assignment
Additional Changes	By default, the task copies all assignment extensible flexfield (EFF) contexts. However, you can choose which contexts you don’t want to copy to the worker's new assignment.
Salary Changes	You can copy the salary from the primary assignment of the previous work relationship. However: The legal employers involved in the transfer must have the same LDG. The salary basis must be one of the following. Type 1: Salary amount is determined by the user. Type 2: Salary amount is determined by components and the salary basis setting is Enable component selection during allocation. Type 3: Salary amount is determined by rates.
Performance Goals and Documents Related Changes	You can move performance goals and documents to the worker’s new assignments. You can move: All workers' performance goals and documents associated with all review periods Only current and future review periods, excluding historic performance goals and documents associated with inactive assignments. When you perform a mass employee transfer: For workers whose performance data is the same across all assignments within their work relationship, the task copies only the performance goals and documents associated with the primary assignment to the new assignment. This performance data includes: Performance goals Goal plans Performance documents The performance goals and documents associated with the secondary assignments remain unchanged on the source relationship. You can edit, cancel, or delete them as needed. The task doesn't change eligibility profiles. If the eligibility profiles used for performance goals and documents include inactive assignments, after the transfer, the inactive assignments continue to be eligible for the same performance goals and documents. You must update the eligibility profiles to exclude the inactive assignments to prevent them being recreated.
Payroll Details	You can copy payroll details from the source to the target assignment and payroll relationship during a mass legal employer change within the LDG. For further info, see Payroll Data Transferred below.
Benefits	You can choose the life event for global transfer and transfer benefits balance to the worker's new assignment.
Select People	You can choose the workers for whom you would like to perform the transaction.
Review Selected People	You can review the people you selected before submitting the Mass Legal Employer process.

Payroll Data Transferred

For Payroll implementation , the process copies the data from the original assignments and work relationships to the new one, depending on your selections.

Note:

You can use the Change Legal Employer Dashboard to view the results of 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 copies, see "Data Copy and Display Options for Global Transfers for the US" in the Help Center.

Payroll Item	What This Includes
Payroll Relationship and Assignment attributes (Payroll Details)	Payroll, Tax Reporting Unit, Overtime Period, and Time Card 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	The flow links payment methods for third-party person payees to the new payroll relationship. For further info, see "What Happens to Payment Methods During Person Transfers" in the Help Center.
Person Costing Overrides	By default, the flow doesn't copy costing overrides . If you choose to copy, then the flow copies data across four levels at which the person costing setup is held. For further info, see "What Happens to Costing Overrides During Person Transfers" in the Help Center.
Recurring Element Entries	The flow copies element entries subject to eligibility. To exclude certain elements from being copied, define an element (object) group with the Global Transfer usage type. For further info, see "What Happens to Element Entries During Person Transfers" in the Help Center.
Calculation Cards and Components	The flow copies the cards and components at the payroll relationship level based on each country's legislation. For further info, see "What Happens to Calculation Cards During Person Transfers" in the Help Center.
Balances	The flow copies the source assignment and relationship-level balances to the target assignment and payroll relationship respectively. Note: The Mass Legal Employer Change flow interprets a blank entry to imply the value on the source assignment and payroll relationship. Unless you override this value, the application copies the source value to the target assignment and payroll relationship. For further info, see "What Happens to Balances During Person Transfers" in the Help Center.