Company Transfer
This job aid is used to transfer an individual from one company to another. Transfer will terminate the record appropriately in the old company and move the individual's current data to the new one.
- At Find By, search for the individual’s criteria.
- Select the individual’s name.
- From the secondary launched browser, select Side Navigation> Personal > Termination Info.
- At Things I Can Do, select Transfer Employee.
- From the secondary launched browser, Transfer details, select New Company.
- Enter the Effective Date of Transfer to new company.
- Select Next.
- Complete transfer process with the U.S. New Hire Guide.
Important: If transfer rule settings are disabled, then certain data needs to be manually assigned to the new record upon the completion of the transfer event. The most common data that should be reviewed includes auto earnings, deduction/benefit goal balances and arrears, deduction/benefit plans, beneficiaries/dependents assignments, and PTO balances.
Additional Transfer Page Information
New company selection will only display companies available based on the user's current security role setup.
Transfer out and Transfer in reasons will always be selected by the system default.
Transfers are allowed only if the transfer record is currently active, and the record does not have a transfer already in the company selected. If the individual record is terminated, please rehire and then transfer the individual.
