Using the Transfer an Employee Start page in the Transfer Employee work event, you can begin the Transfer Employee process from one component company to another component company. Details are provided on the Start page as you step through the process.

1. From the My Employees page, select the employee you wish to transfer.
2. In the Things I Can Do section, select the Transfer Employee link. The Transfer Employee work event appears.
3. From the Start page, select the new company to which the employee is being transferred. Only those companies for which you have security rights appear alphabetically in the drop-down list. Only international to international transfers are supported, so employers only see companies that are international (or global).
4. Enter the effective date for the transfer, which becomes the hire date in the new company.
5. Enter the employee's National ID. UKG Pro validates that both entries of the National ID match.
   Note If configured, the Retain Employee Number on Transfer option allows you to maintain an employee's existing employee number when using the Transfer Employee work event.

Add or update employee personal information, such as address, telephone numbers, and marital status on the Personal page. Fields on this page are automatically populated with existing employee personal information, if applicable.

1. From the Personal page, enter or update the employee's prefix, names, and suffix.
2. Enter the employee's address information. The selected country determines available states or provinces.
3. Enter the employee's email and phone number information.
4. Select Next.

Add employee job information, such as dates, job, location, project, supervisor, organization levels, and more on the Job page.

1. From the Job page, enter the employee's hire date, seniority date, benefits seniority date, next salary review date, and next performance review date.
2. Enter the employee's job.
3. Enter the employee's location including country and mailstop.
4. Enter the employee's additional information, including project, supervisor, and organization levels, if applicable.
5. Select Next to go to the Payroll page.

Add employee payroll information, such as currency, pay rate, other rates, pay group, shift, earnings group, and deduction/benefit group on the Payroll page.

1. From the Payroll page, enter the employee's currency and pay rates, as applicable. Indicate how the pay rate is based (per hour, per week, per pay period, or per year).
2. Enter the pay group.
3. Select the pay frequency.
4. Enter the scheduled hours.
5. Select the earnings group and deduction/benefit group.
6. Select the employee type.
7. Select the employee status (full time or part time).
8. Select the shift group and shift, if applicable.
9. Select Next to continue through the work event.

Add time management information on the Time Management page.

1. From the Transfer Employee work event Time Management page, complete the Start, Personal, Dates, and Jobs/Payroll pages of the Add US/Canadian/International work event. Upon completion of these pages, time management information can then be added.
2. From the Jobs/Payroll page of the Add US/Canadian/International work event, select Next.

   The Time Management page appears.

3. In the Additional Security Access section, select whether the employee requires additional security access in Time Management. By default, all employees are given employee security access. This selection provides the employee access to their timesheet and other employee pages in Time Management.
   Note For employees who are not supervisors or administrators, select None.
4. In the Employee Time Entry Rules section, select the following from the associated drop-down lists:
   Note If you are rehiring a person to the same company, the fields default to the values that were in place at the time of termination.

   • Shift Number
   • Pay Policy
   • Holiday Rule
   • Pay Type
   • Pay Category
   • Employee Access Group

   Note The default value and options are based on company-specific integration configuration. If the values are not available, an informational message appears. The value for each affected field is "Default value will be used." In this case, either access Time Management and select applicable values, or return to the employee's Time Management page (My Employees) to update the values.
5. Select the Schedule Request Approver, if applicable.
   Note The supervisor, who was selected on the Jobs/Payroll page, defaults on this page, provided the supervisor is a Time Management user.
6. In the Supervisor and Administrator section, select the applicable supervisor or administrator access group.
   Note The access group field is enabled based on the selection made in the Additional Security Access section.
7. In the Historical Data Transfer Settings section, select how the employee's historical data is handled during the transfer:
   • Don't Merge Historical Data: Historical information remains with the employee number corresponding to the company from which the employee is being transferred.
   • Merge Historical Data: Historical information is merged with the new employee number.
8. Select Next to continue or Save to complete the work event. Additional pages may need to be completed, including Direct Deposit, Federal, State or Local Taxes, and PTO/Leave Balances. Complete these pages, as needed.

Review your selections on the Summary page. If needed, return to the applicable page to make edits.

1. From the Summary page, review the information.
2. Select the applicable action to complete the request, such as Save, Submit, and Finish.
   Note

   If approvals are required, the Summary page appears with a Workflow Approvals section.