Cross Employer Transfer

The Cross Employer Transfer task enables you to transfer an employee from one employer to another employer. Depending on the products you are using, the system copies employee information required for processing and reporting to the new employer. This includes savings and insurance benefits, attendance accruals, dependents, and job history. You can also choose whether or not to transfer optional human resource data such as skills, education, or previous employment.

All employee information in the original employer remains intact. When you finish transferring the employee, the system reminds you to terminate the old employee.

To Transfer an Employee

1. Select Employees > Tasks > Cross Employer Transfer.

Note: If you are transferring an employee who applied to the position in eRecruiter, select the Applicant check box. The list will show only those employees who have accepted offers in the current company.

2. Select the employee you want to transfer. The steps page opens and lists the steps for transferring an employee to another employer.
3. Check the steps you want to complete. Complete each step now or schedule steps for yourself or another user to do later. Note that Cross Employer Transfer is a required step.
4. Click OK to start moving through the steps.

If you also use Time Off, Absence Transactions, and Attendance Enrollment appear as additional steps.

You do not have to complete steps if they are not applicable to the employee you are transferring. For example, if the employee has no dependents, you do not have to complete the Dependents step.

Complete a Cross Employer Transfer

The Cross Employer Transfer dialog box displays the name of the employee you selected, along with the current ID and current employer.

1. Enter the new employee ID to be used in the new employer. If you enter an ID that already exists in the new employer, Sage HRMS alerts you to choose another ID.
2. Select the new employer. All employers to which you have security access appear in the list (except for the old employer).
3. If you want a job history record to be written for the employee in the new employer, enter the date of the change, and select a change reason from the drop-down list.
4. You can copy optional HR data to the new employer:
   • skills
   • education
   • previous employment
   • events
   • wellness
   • workers' compensation
   • leave of absence
   • termination
   • custom screen data
   • OSHA/OHS.
5. To copy HR data, make selections on the Copy Optional HR Data tab.
6. When you have finished making selections, click OK. If you want to terminate the task, click Cancel.
7. When the transfer is complete, a message reminds you to terminate or delete the employee from the old employer if you do not want to save the employee in the old employer. Click OK to the message.

The pages related to the steps you chose to complete open one at a time for you to review. You can add, edit or delete information on each page. At any time you are reviewing your pages, you can click Stop to terminate the transfer. Sage HRMS reverses all the steps you completed and marks for deletion all records the system copied to the new employer. If you terminate the Cross Employer Transfer task, you should run the Optimize Databases system process to remove all records marked for deletion.

Notes:

• After you transfer an employee, there might be references to invalid codes in the new employer. To correct this situation, make sure that each of the employers has the same code table values.
• If you terminate the Cross Employer Transfer task, we recommend you perform the system process, Optimize Databases, to remove all records marked for deletion from your system.

Published: April 11, 2017
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