Global Transfer In Oracle HCM Cloud Application

Introduction

For some of you who have worked in earlier versions of Oracle Fusion HCM (until release 8) they might be aware about how challenging, difficult and cumbersome it was to perform a Global Transfer.

A global transfer is a permanent transfer from one legal employer to another. It results in the termination of an existing work relationship and the creation of a new one. The termination date of the existing work relationship is one day prior to the start date of the new work relationship.

In one of the previous article we have seen how to perform a “Change Legal Employer” transaction. In this example, we would see how to perform a “Global Transfer”.

Global Transfer Worked Out Example

For this example we would choose a employee (say Person Number 2877, Person Name “Albert Stuart” ) and try to do a Global Transfer action.

As a first step we would need to login to application (Application Version Release 13 19D) with appropriate login credentials and choose “Local and Global Transfer” Quick action under Employment(as shown below)

Once we click on “Local and Global Transfer” a new page will open up. We would select all the available Areas which needs to be modified.

Next we need to click on “Continue”.

We would need to answer the following questions and proceed.

Next, we need to fill details about Assignment related changes.

We can click on “Continue” and this will take us to “Managers” section.

When we click on “Continue” we move to “Work Relationship” area and populate the fields there. 

We would next fill in the “Payroll” details.

Next we should populate the new “Salary” details.

The “Compensation” section when filled appears as below:

Next, we will add “Direct Reports”

Once all the sections are field we will click on “Submit” button (top righthand side) and this would bring us to the “Homepage”.

Verification

Once the transaction is submitted we should navigate to the person management page and check the “Include terminated work relationships” option (and we should see two records). The most current record will hold details about the new Assignment (UK Legal Entity) and the terminated work relationship is for previous work relationship (US1 Legal Entity)

If we click on the Active Record we would see that there is a new Work Relationship where start date is 12/9/19 , Action is Global Transfer ,Action Reason is Career Progression and new Legal Employer is UK Legal Entity as per our expectation.

And if we to “Manage Work Relationship” we could see both the active and inactive records as shown below:

We can clearly observe how the “Global Transfer” transaction has been made so simple and smooth. One needs not to end the previous work relationship (home assignment) and start a new work relationship (host assignment) separately. Both the transactions are performed at one go and all other associated activities are performed in the background.

And with this, I have come to the end of this article. Hope this write-up was useful and you guys enjoyed reading it. Thank you all for your time and have a great day ahead.

Ashish Harbhajanka