Overview:
All transfers between legal employers are known as global transfers. During a global transfer, the application creates a work relationship and assignment under the new legal employer.
The application terminates the existing work relationship and all assignments under it as of a day prior to the global transfer date. In this scenario, the application sets the Last Standard Earnings Date and Last Standard Process Date automatically, but you have to set the Final Close Date according to your requirements. Perform all the payroll actions before entering a Final Close Date because the application terminates the original assignment after you enter this date.
For global transfers within the LDG, you can copy personal payroll data to the new payroll relationship and assignment.
Feature | Description |
|---|
Payroll Relationship and Assignment attributes (Payroll Details) | Attributes such as Payroll, Overtime Period, and Time Card are copied. These values default to the value from the source, and you can override them if required. |
Personal Payment Methods | Payment methods are copied subject to the availability of a valid organization payment method for the same payment type. |
Third-Party Payment Methods | These payment methods are copied subject to a valid organization payment method on the target payroll. |
Person Costing Overrides | Costing overrides are copied across four levels at which the costing setup is held. |
Recurring Element Entries | Copy for element entries are subject to eligibility. You can also copy future-dated changes. |
Calculation Cards and Components | The application copies the cards and components at the payroll relationship level based on each country's legislation |
Balances | The application copies the assignment and relationship level balances to the target assignment and payroll relationship respectively. |
Payroll Details: In the payroll employment model, each employee has a payroll relationship to a Payroll Statutory Unit (PSU), and assignments to a payroll and other employment structures.
If an employee has the payroll details assigned, the application copies the details during a global transfer within the same legislative data group. The application creates an assignment and copies the details to the new assignment.
If the global transfer happens beyond the PSU, the application creates a payroll relationship and copies information from the source to the target payroll relationship.
This table summarizes the payroll attributes for the different levels that are copied during global transfer:
Level | Attribute | Is a new record created? | Can you override the attribute? | Default value |
|---|
Payroll Relationship | Overtime Period | Yes, if transfer occurs across PSU | No | Not applicable |
Assigned Payroll and Assignment | Overtime Period | Yes | Yes | Auto-populated with source value. |
Assigned Payroll and Assignment | Time Card Required | Yes | Yes | Auto-populated with source value. |
Assigned Payroll | Payroll | Yes | Yes | Auto-populated with source value. |
Assignment | Tax Reporting Unit | Yes | Yes | Auto-populated with source value when the transfer happens within the PSU. |
Element Entry:
When you transfer an employee, the application copies the element entry information to the new employment record, subject to the eligibility.
If you select the Copy element entries to the new employment record option, the application copies only the recurring element entries that are recorded in payroll. This option doesn't impact the element entries sourced from other modules such as Benefits, Workforce Compensation, or Absences.
If you don't want to copy certain element entries from the source to target employment record, you can use the Element Group field to exclude those element entries. When you select the Copy element entries to the new employment record option, you can find a list of Element Group values in the legislative data group with the usage type of Global Transfer.
Balance:
Carry forward assignment and relationship level balances using balance adjustments from the source to the target legal employer during the global transfer of employees.
Select the Copy balances to the new employment record check box to initiate the copy of balances automatically after the global transfer is complete.
Future dated changes:
You can copy future-dated changes and preserve end dates on the payroll objects copied during a change of legal employer (Global Transfer).
For example, if a recurring element entry has an end date after the global transfer date and you choose to copy the element entry as of the global transfer date, the end date is also be copied.
You can copy future-dated changes on the payroll objects during a Global Transfer. There are two types of future changes:
=> Future updates to the record created as of the global transfer date.
=> Future record that begins after the global transfer date.
Use the HR profile option “Future Assignment Changes Copy Enabled” (ORA_PER_CLE_COPY_FUT_ASG) in the Local and Global Transfer flow to copy future changes on employment data.
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