Company Transfers

Indicate the employee ID Number you want to process for transfer.

Indicate date when the transfer will take effect. The Transfer From Date = Effective Date, and is the Hire Date for the new record.

The Effective Date cannot be before Hire Date.

Indicate the termination reason to be used on the employee record.

The first step is to select the employees to be transferred by setting the criteria in the Current Details column. This consists of the Level Codes, Department, Account, Pay Group, and Pay Frequency.

• The Company (Level 1), Pay Group, and Pay Frequency fields are mandatory fields.
• When entering *ALL, which is the default, all employees who meet the criteria entered in other fields will be selected.

Use the New Value columns to set the new Level Codes, Department, Account, Pay Group, and Pay Frequency.

• The Company (Level 1), Pay Group, and Pay Frequency fields are mandatory fields.
• When entering *SAME, which is the default, the current value/s will be transferred to the new employee record.

This is populated based from the old record. This can be updated/ maintained

If the User Date fields are used to hold details of dates specific to an employee's leave record such as Annual Leave start date, the fields on this window may be used to control the passing of the date to the employee record in the new company.

• When one employee is selected, any existing User Dates will be displayed and may be altered.
• If a date is entered into the field, it will be transferred to the employee's record in the new company when the process is run.

The Leave Types available to the employee/s are listed.

This refers to the Accrual Code appropriate to the Leave Type.

The default values entered into the Program Control option EMPTR will be displayed, and can be changed.

This refers to the Accrual Code appropriate to the Leave Type.

Identify if the employee's current leave balance for this Leave Type is to be carried over to the new company or not.

Indicate if the outstanding leave for this Leave Type is to be paid on Termination or not.

Type or select the Allowance/Deduction code that will be used for the payment of this Leave Type.

• This field is only accessible and mandatory if the Generate Payment of Outstanding Leave on Termination field is set to 'Y'.
• The default values entered into the Program Control EMPTR will be displayed, and can be changed.

Indicate if the Pro-rata leave is to be paid to the employee or not.

Type the number of years of service required for this Leave Type before Pro rata is paid.

• If all Pro rata is to be paid, zero should be entered as the default in EMPTR.
• Pro rata will be included in the payment only if the employee has served at least this number of years.
• The Start Date for the calculation will be taken from the Start Date parameter on the Accrual Code.
• This field is only accessible if the Pay Pro Rata field is set to 'Y'.
• This field becomes mandatory for Long Service Leave only.

Type or select the Hours Code to be used for this leave type.

• A prepayment will be generated with this Hours Code showing hours paid, but with a value of zero.
• This record is generated to increase the leave taken value on the employee's leave record.
• This field is only accessible if the Generate Payment field is set to 'Y', and is mandatory.
• The default value entered in the Program Control EMPTR will be displayed, and can be changed.

This field is set to 'N' by default.

If 'Y' is selected, this will enable Preceda to recalculate leave accrual values against the new cost centres which is important when posting values to GL files. However, this is dependant on which method of leave accrual is being posted to the GL (if Net value or Gross Value), and established within Program Control LVACC Position 24 ( if the Net Value of leave liability will be passed to the PLLM9000 file or if the Gross Value will be passed to the PLM9000 file).

THIS DOES NOT PROCESS LEAVE ACCRUALS, but just moves the accrued Gross values if Gross values are being passed to GL.

This field defaults to blank.

If 'Y' is selected, this transfer is for past pay run dates. Rebank/Prepay transactions will be consolidated into a single value rather than separate values for each Paid Up To date.

This field displays if the employee is to be transferred to the new company or not.

This field shows if the employee is to be terminated or not. If the employee has already been terminated, this field is not accessible anymore.

This indicates the employee ID number who is being processed.

This is based on Program Control TFR which controls the issuing of new employee ID Numbers when an employee is transferred or reinstated.

This field is mandatory if TFR Position 15 is set to 'R' while Read-only if set to 'N' or blank, editable and non-mandatory if set to 'D'.

This displays the current status of the employee being processed (e.g. Active, Terminated).

This displays the original date the employee was hired.

If the employee has been terminated, this field indicates when.

This field shows the full name of the employee being processed.

This box is ticked if the employee has a Salary Package.

If the leave type was set to Generate Payments in the selection window, the field will be activated. The Leave Hours code will flow through from the selection window and can be overridden.

If the leave type was set to Generate Payments in the selection window, the field will be activated. The Leave Hours code will flow through from the selection window and can be overridden.

If the leave type was set to Generate Payments in the selection window, the field will be activated. The Leave Hours code will flow through from the selection window and can be overridden.

If the leave type was set to Generate Payments in the selection window, the field will be activated. The Leave Hours code will flow through from the selection window and can be overridden.

If an employee is transferred to levels different from the defaults, the values can be changed.

If an employee is transferred to a different department to the default, the value can be changed.

If an employee is transferred to a different account to the default, the value can be changed.

Select from the two processing options are available:

Report and Update Database

The final step is to run in Update mode.

The original dates attached to the employee records may have been changed.

• The Hire Date in the employee records will not be changed as part of the Bulk Transfer process. The Hire Date in the new company is reported in the Transfer Effective Date field.
• The User Dates may or may not have been changed depending on the User Dates entered into the Selection window.
• These User Dates may need to be checked as some Leave Accrual Methods use these dates when calculating accruals.

Select Finish to submit Job PPRE416

The Terminate/Transfer report shows all transactions that will be generated when the Update option is selected.

• Depending on the option selected in the Consolidate Contra Transactions field in the Company Terminate/Transfer window, one or more transaction records may have been generated for each employee.
• For payments made to the employee after the company termination date, Rebanks are generated for the old employee records and Prepayments for the new employee records.
• Leave is paid out or carried forward depending on the option chosen for each leave type. Prepayments may be generated with zero dollars to increase the leave taken on the old company accrual record.
• When the process is run using the Update option and the TFR option is set to Y for new employee ID's, the Original ID, New ID Number and old ID Number are included in the report.
• Any comments, errors and warning messages are displayed in the Comments field.