Examples of Copying Element Entries During an Employee Transfer

A recurring element entry's start and end dates determine if the Local or Global Transfer process copies it to the new payroll relationship.

Scenario

Are The Element Entries Copied

When the start and end date of the element entry is before the global transfer date.

No

When the start and end date of the element entry is after the global transfer date.

No

When the global transfer date is between, or equal to, the start and end date of the element entry.

Yes

For further info, see the following sections.

Example 1: Recurring element entry dates are before the global transfer date

An employee is paid a car allowance of $500 that starts on 1 January and ends on 30 January. On 1 August, you transfer them to a different legal employer.

In this case, the process doesn't copy the car allowance element entry as its start and end date are before the global transfer date.

When the start and end date of the recurring element entry is before the global transfer date, the application doesn't copy the element entry.

Example 2: Recurring element entry dates are after the global transfer date

Let's consider the previous example of the employee. This person has paid a car allowance of $500 that starts on 1 June and ends on 31 December. Effective 1 July, the company decides to increase the allowance to $600. On 1 May, you transfer them to a different department within the same company.

In this case, the process doesn't copy the recurring car allowance element entry.

When the start and end date of the recurring element entry is after the global transfer date, the application doesn't copy the recurring car allowance element entry.