Oracle Fusion HCM :: Payroll and Salary – Visibility Rules During Transfers

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Payroll and Salary – Visibility Rules During Transfers

When transferring an employee to a different permanent legal employer—either through a Global Transfer or Global Temporary Assignment—you can choose which data elements to copy from the worker’s source assignment to the destination assignment.

By default, the transfer process prepopulates the destination assignment with data from the source assignment as of the transfer effective date. You can override these values where allowed.


Section / ComponentVisible by Default?Visibility ConditionTransfer Within Same LDGTransfer to Different LDG (Same Legislation)Transfer to Different LegislationNotes
Payroll DetailsYesAlwaysCopied by defaultNot copied by defaultNot copied by defaultPayroll info is copied only when source and destination legal employers are within the same LDG. Copies values effective as of transfer date. If a new payroll relationship is created, payroll-relationship–level data is also copied. Values are derived from the source assignment but can be overridden.
Payroll Details (tax reporting unit)Depends on legislationEnabled via HCM Experience Design StudioCopied by defaultNot copied by defaultNot copied by defaultAvailable only for global transfers. TRU defaults from source; user can override.
Payroll Details (person costing overrides)NoEnabled via HCM Experience Design StudioNot copied by defaultNot copied by defaultNot copied by defaultIf selected, costing overrides copy across all four costing levels.
Payroll Details (calculation cards and components)NoAlwaysCopied by defaultNot copied by defaultNot copied by defaultAvailable only for global transfers. Copies: Benefits & Pension, Involuntary Deductions, Reporting Information, Tax Withholding cards.
Payroll Details (recurring element entries)NoEnabled via HCM Experience Design StudioCopied by defaultNot copied by defaultNot copied by defaultFlow creates/copies element entries as per element eligibility. To exclude elements, define an element group (usage: Global Transfer) and select it in Payroll Details.
Payroll Details (nonrecurring element entries)NoN/ANot copied by defaultNot copied by defaultNot copied by defaultNonrecurring element entries are not included in transfers.
Payroll Details (Time Card Required, Overtime Period)ConditionalEnabled via HCM Experience Design StudioCopied by defaultNot copied by defaultNot copied by defaultFields are hidden by default. Values copy automatically when visible.
Payroll Details (balances)NoEnabled via HCM Experience Design StudioNot copied by defaultNot copied by defaultNot copied by defaultBalances must be carried forward via balance adjustments. Includes source payroll relationship balances and historical balances previously copied into the source.
Salary – Amount determined by user / rates (advanced) / simple components (standard)YesAlwaysCopied by defaultNot supportedNot supportedSalary defaults from source only when both legal employers belong to the same LDG.
Salary – Amount determined by incremental componentsYesAlwaysConditionalNot supportedNot supportedFor transfers within the same LDG, salary is copied only if salary basis has Enable component selection during allocation = Yes. Otherwise, salary is not copied.

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