Company Transfers

This window is used when transferring employees from a physical location within the organisation to another based on a set of criteria. It includes the capability to deal with transfers that are entered into Preceda some time after the changes actually occurred.

This screen enables you to select employee/s and review actions before processing. The Company Transfer process consists of three screens: Selection, Review and Process.

Prerequisites

  • Program Control CNTAD, when setup, this will restrict which Allow/Deduct codes are deemed as invalid in the new company.
  • Program Control EMPTR Positions 21-22 controls the defaults Termination Reason Code of the transfer process.
  • Program Control TFR controls the issuing of new employee ID numbers when an employee is transferred or reinstated.

Rules and Guidelines

  • Read about Company Transfers here.
  • This process can be run for one employee, or a selection of employees based on the criteria entered.
  • All payments with a period ending date after the termination date in the old costing structure is reversed by Prepayments and Rebanks. This will ensure that the employee's earnings history is accurate in each Company.
  • Leave accrual codes can be changed for the employee in the new costing structure. 
  • Leave balances may be transferred to the new costing structure, or leave may be paid out.
  • The Year-to-Date figures for the employees will remain with the old costing structure and the employee will have zero balances in their YTD figures in the new costing structure.
  • Separate Payment Summaries will be issued for the employee in each costing structure.
  • If using Future Dating transaction and also generating new ID numbers for employees on transfer, be aware that any future dated transaction in the system will not be transferred, so these transactions must be re-entered.
  • This process is produced using a Wizard, and is processed in three parts.
  • The user selects either an ID Number or a Selection criteria (Current Details) to target one or more employees. New Details are set for what to change on the transfer. There is no restriction to which costing levels can be chosen.

  • When a valid ID Number is entered, the remaining selection criteria will display what is currently saved on the employee record.

  • If the Year End Processing Status is F (Fully Processed) or P (Partially Processed), an error message (i.e. "Y/E Finalisation Performed") will be produced on the Terminate/Transfer Report (PRE419).

  • Company transfer process supports average hours payments. Pay by Average Hours will only be applied corresponding employee configured to pay by average hours and the corresponding Average Hours Payment Rule enabled with Use in Termination / Leave Liability Movement.

     

    when paying out available entitlements which have anwith Use in Termination / Leave Liability Movement selected.

 

Select Start Wizard to run the process.