Changing A Worker S Legal Employer in HCM Cloud

Changing a Worker's Legal
Employer in HCM Cloud
Oracle Fusion Human Capital Management
July 16, 2021 | Version 1.01

Copyright © 2021, Oracle and/or its affiliates
Confidential - Public
PURPOSE STATEMENT
This document provides an overview of features and enhancements included until release 21C that are related to changing a
worker's legal employer in HCM Cloud.
DISCLAIMER
This document in any form, software or printed matter, contains proprietary information that is the exclusive property of
Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle software
license and service agreement, which has been executed and with which you agree to comply. This document and
information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without
prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any
contractual agreement with Oracle or its subsidiaries or affiliates.
This document is for informational purposes only and is intended solely to assist you in planning for the implementation
and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and
should not be relied upon in making purchasing decisions. The development, release, and timing of any features or
functionality described in this document remains at the sole discretion of Oracle.
Due to the nature of the product architecture, it may not be possible to safely include all features described in this document
without risking significant destabilization of the code.
Note: In the images or examples included in this document regarding: user details, company names, addresses, emails,
and/or telephone numbers represent a fictitious sample of data (based upon made up data used in a demo
environment). Any similarity to actual persons, living or dead, is purely coincidental and not intended in any manner.
1 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

Copyright © 2021, Oracle and/or its affiliates | Confidential - Public
TABLE OF CONTENTS
Purpose Statement 1
Disclaimer 1
Introduction 4
Features 6
Data Copy and Display Options on Local and Global Transfer Flow 6
Local and Global Transfer Flow Questionnaire Page 10
Personal Details 10
Contact Info 11
Legislative Info 12
Other Info 13
Assignment 14
Assignment Extensible Flexfield Contexts 15
Managers 15
Employment Contracts 16
Weekly Working Hours 17
Add Direct Reports 17
Reassigning Existing Reports 18
Work Relationship 19
Payroll Details 20
Salary 22
Compensation 23
Performance Goals and Documents 24
Benefits 25
Absences 25
Work Schedule 27
Seniority Dates 27
Dashboard for Enhanced Legal Employer Change 28
Mass Legal Employer Change 29
Override Assignment Values 31
Additional Changes 31
Salary Changes 32
Performance Goals and Documents Related Changes 32
Payroll Details 32
Benefits 33
Select People 34
Review Selected People 35
Linking Source and Target Assignments for a Legal Employer Change 35
Process Used to Link Historical Records 35
Tips and Considerations 36
Process Parameter 36
View Assignment History Across Legal Employer Changes 37
View Compensation Information Across Legal Employers 37
Impact of Assignment-Level Security on Employment History and Details 40
Copy Assignment Attributes While Changing Legal Employer With Workers REST Resource 40
Include Source Assignment ID While Changing Legal Employer With HCM Data Loader 41
Manage Assignment-Based Document Records During Global Transfer 42
Things to Consider Before You Change the Legal Employer 44

Role Information 46
Steps to Enable 47
Key Resources 50

FAQs on Global Transfer 51
Release Notes for Change Legal Employer Feature 54

INTRODUCTION
Changing a worker's legal employer is termed as a global transfer in HCM Cloud terminology. You change the legal employer
for a worker by transferring the worker to a new legal employer.
When you change the legal employer for a worker, the application internally terminates their source work relationship and
creates a new work relationship and assignment in the destination legal employer.
You can transfer workers within the same legal employer or to a different legal employer using the Local and Global Transfer
flow in the application.
You can use the Local and Global Transfer flow to do these types of transactions:
TRANSACTION DOES THE LEGAL COMMENTS

EMPLOYER
CHANGE?
Local transfer within No The local transfer updates the current assignment and leaves the work
the assignment relationship and any other assignments unchanged. The assignment
number and assignment ID remain the same.
Notes:
 If the user doesn’t change the legal employer, then the transfer is
considered as local transfer.
 The local transfer does the same update as the standalone Transfer
guided process which has been available since the beginning of
HCM Cloud. Having the local transfer option simplifies decision
making for users who no longer have to decide on which Quick
Action to start to perform a transfer. Based on the data that the user
changes, the application automatically determines if it’s a local or
global transfer or a global temporary assignment.
 Customers can disable access to the standalone Transfer guided
process for their users when giving them access to the Local and
Global Transfer flow. They can do this by removing the appropriate
security privileges from the user’s custom roles.
 There are no plans to decommission the standalone Transfer
guided process for two reasons. Many customers want to retain
their manager’s access to the simpler standalone Transfer guided
process. Additionally, they want to provide access to the more
comprehensive Local and Global Transfer flow only to their
professional HR users.
Global transfer (GT) Yes, within the If the user changes the legal employer and selects the change to be
same legislation permanent, then it’s considered to be a global transfer. The global transfer
and outside the inactivates the current assignment and any other assignments in the source
legislation. work relationship and terminates the source work relationship. The new
assignment number and assignment ID are created.
Global temporary Yes, within the If the user changes the legal employer and selects the change to be
assignment (GTA) same legislation temporary, then it’s considered to be a global temporary assignment. The
and outside the global temporary assignment suspends only the current assignment and
legislation. doesn't terminate the source work relationship. The new assignment number
and assignment ID are created.

This document describes the different features available currently for changing the legal employer in HCM Cloud using the
Local and Global Transfer action.
Note: We recommend that you start using the responsive Local and Global Transfer flow introduced in release 19A.
These are the key features available only in the Local and Global Transfer flow:
 Managing assignment extensible flexfields
 Managing enhanced payroll information and copy options
 Managing performance goals and documents move options
 Viewing absences information
 Managing person information (from 20C)
 Managing Benefits balances (from 20C)
The classic Global Transfer flow using the Manage Employment task will continue to be supported. However, the classic
and responsive Change Legal Employer flows are being decommissioned and not supported from release 20D onwards.
You won't be able to access the Change Legal Employer flow in the application from release 20D onward. However,
when using Oracle Recruiting Cloud (ORC), you can still start the Change Legal Employer flow from the job offer.

FEATURES
Data Copy and Display Options on Local and Global Transfer Flow
Users can select data that they want to copy from the source to the target assignment during a permanent legal employer
change (global transfer). The worker data is defaulted from the source assignment where the transfer is initiated.
This table describes the visibility of the various sections in the Local and Global Transfer flow and what data gets copied
from the source to destination for a global transfer (GT) and global temporary assignment (GTA).
SECTION OR VISIBLE BY VISIBILITY DATA COPIED BY DATA COPIED BY DATA COPIED BY COMMENTS
COMPONENT DEFAULT CONDITION DEFAULT WHEN DEFAULT WHEN DEFAULT WHEN
TRANSFER IS TRANSFER IS TO A TRANSFER IS TO A
WITHIN SAME DIFFERENT DIFFERENT
LEGISLATIVE DATA LEGISLATIVE DATA LEGISLATION
GROUP (LDG) GROUP (LDG)
WITHIN SAME
LEGISLATION
Personal Details No Only when GT N/A N/A N/A Not available in

or GTA is to a Transaction
different Design Studio
legislation. (TDS) and visibility
is controlled by the
application.
Contact Info No Needs to be N/A N/A N/A

enabled from
TDS.
Legislative Info No Only when GT N/A N/A Yes Not available in

or GTA is to a TDS and visibility
different is controlled by the
legislation. application.
Other Info No Needs to be Yes Yes Yes

enabled from
TDS.
Assignment - Yes Always Yes Yes Yes

Non-Flexfield
Attributes
Assignment - Yes Always Yes Yes Yes

Descriptive
Flexfields (DFF)
Assignment - Yes Always Yes Yes No

Developer
Descriptive
Flexfields (DDF)
Assignment - No Needs to be Yes Yes Yes

Extensible enabled from
Flexfield Contexts TDS.
Employment No Only if the No No No No data is copied

Contracts destination because contracts
legal employer are defined within
is contract a legal employer
enabled. context.

WITHIN SAME
LEGISLATION
Weekly Working No Needs to be Yes Yes Yes

Hours enabled from
TDS.
Managers Yes Always Yes Yes Yes
Add Direct Yes Always N/A N/A N/A

Reports
Reassign Existing No Only when the Yes Yes Yes All manager
Reports selected worker relationships
has direct including line
reports. manager or
project manager
are available for
the direct report.
Work Relationship Yes Always Yes Yes Yes

- Non-Flexfield
Attributes
Work Relationship Yes Always Yes Yes Yes

- DFF
Work Relationship Yes Always Yes Yes No

- DDF
Work Relationship No Only if the Yes Yes Yes Only V1 enterprise

- V1 Seniority customer is seniority date is
Dates using version 1 copied.
(V1) seniority
dates.
Payroll Details - Yes Always Yes (Only for GT) No No

Payroll
Payroll Details - Depends on Needs to be Yes (Only for GT) No No

Tax Reporting legislation enabled from
Unit TDS.
Payroll Details - No Needs to be No No No

Person Costing enabled from
Overrides TDS.
Payroll Details - No Always Yes (Only for GT) No No

Calculation Cards
Payroll Details - No Needs to be Yes (Only for GT) No No

Recurring enabled from
Element Entries TDS.

WITHIN SAME
LEGISLATION
Payroll Details - No N/A No No No Data not copied.

Non-Recurring
Element Entries
Payroll Details - Conditional Needs to be Yes (Only for GT) No No Visibility depends
Time Card enabled from on legislation.
Required TDS.
Payroll Details - Conditional Needs to be Yes (Only for GT) No No Visibility depends
Overtime Period enabled from on legislation.
TDS.
Payroll Details - No Needs to be No No No

Balances enabled from
TDS.
Salary - Type 1 Yes Always Yes No No
Salary - Type 2 Yes Always Only in certain No No When you select

scenarios this value for
salary basis:
Enable component
selection during
allocation.
Salary - Type 3 Yes Always Yes No No
Compensation - Yes Always Yes(Only for GT) No No

Individual
Compensation
Plan1
Compensation - Yes Always No No No

Compensation
Plan
Performance No Only when No No No You can select to

Goals and there is a GT. move
Documents - performance goals
Performance and documents
Documents based on review
periods.
Performance No Only when No No No You can select to

Goals and there is a GT. move
Documents - performance goals
Performance and documents
Goals based on review
periods.
Benefits No Needs to be No No No You can select to

enabled from transfer balance
TDS. for a life event

WITHIN SAME
LEGISLATION
within the same

LDG.
Absences Yes Needs to be Yes Yes Yes All accrual plans

enabled from are supported.
TDS.
Work Schedule N/A N/A Yes Yes Yes Only if the

Assignments1 schedule and
exceptions are
available.
Seniority Dates Yes N/A N/A N/A This is a read-only

section.
1Available only from release 21C onwards.
These features aren’t specific to a worker's assignment and aren’t directly impacted due to a change in legal employer.
Hence, there is no data copy option for these features.
 Person Extensible Flexfields
 Document Records
 Talent Profiles
 Development Goals
 Career Development Plans
 Talent Review Meetings
 Succession Management Plans
 Learning Information
 Workforce Reputation Information
 Employee Wellness Information

Local and Global Transfer Flow Questionnaire Page
Personal Details
This section only appears if there is a change in the legislation of the person’s work relationship. The reason is that a new
name and legislation record are automatically created based on the destination legislation. The Biographical Info and
National Identifier regions are included because some applications such as Payroll or Benefits may require this information
and including the regions during the transfer process reduces additional navigation.

Contact Info
When you select the Contact Info from the questionnaire page, the section is displayed. If there is existing data, the data will
be displayed. If no data exists, you can enter the data as part of the transfer process.

Legislative Info
Legislative information such as a person’s marital status, ethnicity, religion, or gender, will be copied to the destination
legislation if the lookup codes are the same as the source legislation. If they are not the same, the field will be blank, and you
can select from the destination country’s valid list of values.

Other Info
When you select Other Info from the questionnaire page, the section is displayed. If there is existing data, the data will be
displayed. If no data exists, you can enter the data as part of the transfer process.

Assignment
By default, all assignment information including descriptive flexfields and developer descriptive flexfields are copied.
However, you can change the assignment values. The information that exists as of the global transfer date is copied but
changes effective after the global transfer date aren’t.
You can select the source assignment status during a global transfer or global temporary assignment.
From release 21C onwards, users can override the default source assignment status by selecting the status from the page in
the responsive Local and Global Transfer flow.
Assignment Extensible Flexfield Contexts
By default, all assignment extensible flexfield (EFF) contexts are copied, however, you can select the contexts that you don't
want to copy. The smart list of values only provides the list of contexts which has data populated in the source assignment.
Note: This feature is available only when you perform the global transfer.
Managers
By default, manager information is copied that includes all manager types, such as line manager and project manager.
However, you can change the manager values.

Employment Contracts
This section is available only for legal employers that have contracts enabled.

Weekly Working Hours
By default, all working hours information is copied, however, you can change this information.
Add Direct Reports
You can add new direct reports during a global transfer.

Reassigning Existing Reports
This section to reassign direct reports is displayed on the questionnaire page only if the user has direct reports assigned.
By default, all manager relationships be it line manager or project manager are available for the direct report. You can
reassign or retain existing direct reports. If you retain the direct reports during global transfer, their assignments are
updated with the newly created assignment record of the manager. When you add or reassign direct reports, changes occur
at the assignment level for each report. You can select the same new manager for all direct reports or a different new
manager for each report.
However, in case of a global temporary assignment, you can move the manager's direct reports to the destination
assignment or retain them in the source assignment. You can configure the ORA_PER_EMPL_GTA_POP_DIRECTS profile
option code to do either of these actions in the Local and Global Transfer flow:
 Default the manager's existing direct reports in the Reassign Direct Reports section when you perform a global
temporary assignment.
 Default the manager's existing direct reports in the Add Direct Reports section when you perform a global
temporary assignment. You can then remove the direct reports from the section that you don't want to move to the
destination assignment.

Work Relationship
By default, all work relationship information including descriptive flexfields and developer descriptive flexfields are copied.
However, you can change the work relationship values.

Payroll Details
By default, all payroll information is copied only if the source and destination legal employers belong to the same legislative
data group. The information that exists as of the global transfer date is copied but changes effective after the global transfer
date aren’t. If the transfer results in a new payroll relationship, the information that exists at a payroll relationship level is
also copied. You can now copy these payroll items:
 Payroll relationship and assignment attributes such as Payroll, Tax Reporting Unit, Overtime Period, and Timecard
Required: These attributes default to the values from the source. You have the option to override the values if
required.
 Personal Payment Methods: Payment methods are copied subject to the availability of a valid organizational
payment method for the same payment type.
 Person Costing Overrides: By default, costing overrides aren't copied. If you choose to copy, then the copy occurs
across the four levels at which the person costing setup is held.
 Recurring Element Entries: Copy for element entries are subject to eligibility. If you want to exclude certain
elements from the copy, you will have to define an element (object) group with the usage type of Global Transfer.
 Third-party payment methods and calculation cards, such as tax withholding cards: Each country’s legislation
determines the calculation cards and components that are copied.
Carry forward assignment and relationship level balances using balance adjustments from the source to the target legal
employer during the global transfer of employees. Several payroll calculations would require the knowledge of prior
calculations in other payroll relationships. The overall balance that's copied includes:
 The balance calculated within the source payroll relationship
 The balances copied to the source payroll relationship for prior global transfers
Any further payroll deduction calculations on the target employment record must consider the calculations in the prior
employment records for the same person. The payroll run can’t access balances across payroll relationships. So you must
copy the final balance from the source before the first payroll run on the target employment record.
You can copy balances to the target employment record through any of these methods:
 Select the Copy balances to the new employment record checkbox to initiate the copy of balances automatically
after the global transfer is complete. You can find this checkbox in the Payroll Details section of Local and Global
Transfer and Mass Legal Employer Change flow. This checkbox is selected by default and hidden out of the box,
but you can enable it by using HCM Experience Design Studio. Once the copy process is complete, you can view the
status message on the Change Legal Employer Dashboard. You can preconfigure the list of balances by an object

group; called Process Information Group. You can use the delivered Default Global Transfer Group or define an
object group according to your requirements.
 Submit the Transfer Balances flow if you think that the balances aren’t ready on the source at the time of global
transfer and you want to initiate the copy later. You can determine the readiness of the balance by these two
conditions:
o Any further payroll activity on the source
o Time left for the first payroll activity on the target
Transfer Balances Flow

The Transfer Balances process copies balances through a balance adjustment batch with adjustments for each balance
listed in the specified object group. The application records these adjustments using a system-generated element with the
Balance Initialization classification. If the source defined balance has one or more balance contexts, the process creates
separate adjustments for each context value. If you run the process for the second time, it would only adjust for differences
in balance values between the source and target employment records.
This feature will enable deductions to continue on the new assignment and payroll relationship from where they last left off
on the source payroll relationship and assignment. It would also allow enforcing statutory balance limits that apply to the
overall balance across all payroll relationships for the same person.
For example, you want to copy a relationship level voluntary deduction such as Car Loan Repayment, which has total owed,
to the target employment record. In this scenario, you can add the Car Loan Repayment Accrued to the object group with
these details:
 Source Defined Balance: Car Loan Repayment Accrued Relationship No Calculation Breakdown Inception to Date
 Target Balance: Car Loan Repayment Accrued
 Pre-requisite Target Element (Optional): Car Loan Repayment
Tips and Considerations

 The application copies the balances using balance adjustments, and the results would impact any processes or
reports that consume the specified target balance. So this process suits miscellaneous balances that control the
payroll calculation, such as arrears and accrued balances. You must carefully evaluate the choice of balance and
contexts while adjusting balances that are part of statutory reporting. Your choice would ensure that they are not
reported twice under the source and target tax reporting unit.
 You can run the Transfer Balance process again if additional payroll runs take place on the source employment
record. This process assumes that the source balance value is the source of truth and adjusts for differences in
balance values between the source and target employment records, even negative ones. So the best idea is to leave
the Exclude Target Assignment with Payroll Results parameter in the Transfer Balances flow at its default value.
This approach would prevent accidentally reversing the results of calculations on the target employment record
that are not part of the source balance value.

Salary
The salary information is defaulted from the source assignment when the legal employers involved in the transfer have the
same legislative data group, and the type of salary basis is as follows:
 Type 1: Salary amount is determined by the user.
 Type 2: Salary amount is determined by components and the salary basis setting should be: Enable component
selection during allocation.
 Type 3: Salary amount is determined by rates.

Compensation
From update 21C onwards, when you transfer people globally, the process now automatically copies individual
compensation awards from the source legal employer to the destination legal employer. You can then make any necessary
changes to the awards.

 During a local and global transfer, the awards that you see in the Individual Compensation section are automatically
copied from the source legal employer according to these conditions:
o The legislative data group of the element linked to the individual compensation plan option is the same
for both legal employers.

o The individual compensation plan has a Restrict Plan Access setting of either No. Or, the setting includes
the Global Transfer action.
The automatic copy won’t happen if the local and global transfer action doesn’t include the Individual
Compensation section or you don’t visit the section.
 When you want to automatically copy people’s voluntary contributions, make sure the individual compensation
plan has an access setting that includes the Global Transfer action.
 Individual compensation plans for the source assignment get end-dated whenever the element attached to plan is
configured to use only the last standard process date or last standard earning date.
Performance Goals and Documents
The performance goals and documents information are not copied. However, you can move performance goals and
documents to workers’ new assignments within a legal employer when using the Local and Global Transfer guided process.
You can move all the workers' performance goals and documents associated with all review periods, or you can choose only
current and future review periods and leave historic performance goals and documents associated with the inactive
assignments.
Additionally, if a new manager is selected as part of the global transfer, the user initiating the process can select to transfer
any in-progress performance documents to the new manager.
In the Performance Goals and Documents section, choose the review periods you want and if you want to transfer current
performance documents to the new manager.

 A worker may have the same performance goals, goal plans, or performance documents associated with multiple
assignments within the same work relationship. In this case, only the performance goals and documents associated
with the source assignment are moved to the new assignment created by the process. The performance goals and
documents associated with secondary assignments will remain associated with them for further processing,
canceling, or deleting.
 Currently, check-in documents aren’t moved to the new assignment.
 Eligibility profiles aren't changed by the Local and Global Transfer process. Eligibility profiles used for performance
goals and documents can include inactive assignments. When the process completes, it moves the performance
goals and documents to the new assignment. However, the inactive assignments will continue to be eligible for the
same performance goals and documents. You need to update the eligibility profiles to exclude the inactive
assignments so that the performance goals and assignments aren't created for the inactive assignments again.
 If the global transfer is scheduled for a future date, a process will be submitted called Move Performance Goals
and Documents which will be scheduled to run on the same date the global transfer will take effect.

 The Move Performance Goals and Documents process cannot be scheduled manually but only as part of the
global transfer.
 If the global transfer process is submitted and the employee has any goal plans pending approval for the selected
review periods, the global transfer will not move any performance goals or documents to the new assignment.
 If the global transfer process is submitted and the employee has any performance documents pending approval for
the selected review periods, the documents still get transferred to the new manager. However, the approval will
remain with the same approving manager.
 If no new line manager is selected, performance documents will not be transferred to another manager.
Benefits
You can choose the life event for global transfer and transfer the benefits balance to the worker's new assignment.
Absences
The Local and Global Transfer process automates the accrual plan enrollment and copying of plan balances. When an
employee is transferred, all active plans are end-dated in the old organization. If the employee is eligible for the same plans
in the new organization, the application automatically enrolls the employee to the same plans.
The plan balance is copied from the old organization to the new organization. If the absence plan has been configured with
vesting options, the vesting attributes from the old entity will be copied to the new entity. For example, if an employee has 8
hours unvested accruals earned on January 1st that are set to vest on April 1st and a local or global transfer happens on
March 15th, the 8 hours will still vest on April 1st just like it would’ve in the old entity. The same logic also applies to plans
with waiting period options enabled. The same enrollment date based on the waiting period defined in the old entity will be
copied to the new entity. For example, if an employee enrolled in a plan with a 90 day waiting period beginning on January
1st, is transferred on March 15th, the enrollment in the new entity will be on April 1st just like it would’ve been in the old
entity. Plans with disbursement and/or rollover options enabled will also contain the applicable attributes from the old entity
and be the same in the new entity once the transfer occurs.
The automation of accrual plan enrollment and copying of plan balances is now available (release 20D onwards) for accrual
plans with vesting, waiting period, rollover and/or disbursement options enabled.
The Absence Plans section shows you details about all the plans that the employee is currently enrolled in. This includes the
plan’s name, enrollment date, disbursement option, and balance as of the transfer date. During a global transfer, the final
balance is calculated one day before the global transfer date.

The Existing Absences section displays all absences that are currently in progress. It also shows all future and scheduled
absences that are scheduled on or after the transfer date. Open-ended absences that don’t end before the transfer date will
be end dated on the day before the transfer date. All future absences scheduled on or after the transfer date will be
withdrawn automatically.
The Additional Transactions section shows you all future plan transactions scheduled on or after the transfer date that will
be withdrawn. These transactions include donations, disbursements, transfers, compensatory time, and adjustments.

Note:
 Automation of enrollment and balance copy for accrual plans is completed, whereas copy of donation and
compensatory plans are part of the future roadmap.
 This feature is available only when you perform the global transfer.
Work Schedule
Local and global transfers also automate work schedule enrollment and copy work schedule exceptions. When you globally
transfer someone, all active and future work schedules and work schedule exceptions are automatically end dated in the old
Legal Employer. The transfer process automatically links them with the same work schedule and work schedule exceptions
in the new Legal Employer, if the schedule and exceptions are available.
Additionally, as a manager or HR specialist, you can review all work schedule assignments affected by the transfer. You can
see relevant messages about end-dating and copying schedules and exceptions using the Change Legal Employer
dashboard.
Seniority Dates
Seniority dates information is available only in read-only mode. Only the person-level seniority date rules that are
configured to be displayed in guided flows are visible.
This table describes the implemented seniority date versions and their corresponding seniority dates that are displayed:
IMPLEMENTED SENIORITY DATE VERSION SENIORITY DATES DISPLAYED
V1 seniority dates Enterprise and legal employer seniority dates.
V2 seniority dates No seniority dates are displayed.
V3 seniority dates Only person-level seniority date rules that are configured to
be displayed in guided flows.

Dashboard for Enhanced Legal Employer Change
Users can view the global transfer details for workers on the Change Legal Employer Dashboard. The details include
information related to functional areas such as Employment, Payroll, and Performance Documents and Goals.
Notes:
 Only global transfers initiated using the Local and Global Transfer flow are displayed on this dashboard.
 The dashboard doesn’t display any data for global transfer done using any of these methods:
 Classic pages
 HDL
 REST service
 The dashboard doesn’t display any data for global transfers which are still pending approval. Only approved global
transfer details are displayed on the dashboard.
 Users can view the workers on the dashboard based on their assigned data security.
The dashboard page lists a consolidated summary related to the global transfer for each worker. When you select a worker
to view their transfer details, you can see status messages and links to the functional areas.

Mass Legal Employer Change
The mass legal employer change process enables you to change the legal employer of multiple workers in a single batch.
Note: It's recommended to use this process when changing legal employers within the same country or legislation. If you
use this process to mass change legal employers across legislations, then data for salary and payroll isn't copied across.
Additionally, there may be issues with certain personal data elements like name information which aren't copied across
legislations.
You can't do a mass legal employer change in these scenarios:
 A future dated global transfer or global temporary assignment change exists for an employee.
 A pending transaction is awaiting approval that involves an assignment change for an employee.

 The work relationship start date of an employee is the same as the effective date of the mass legal employer
change.

Override Assignment Values
On this section, you can provide specific values for certain assignment attributes. These specific values will be applied to all
the selected workers and will override the corresponding values on the worker's source assignment.
Additional Changes
Assignment extensible flexfield (EFF) contexts: By default, all EFF contexts are copied; however, you can choose which
contexts you don’t want to copy to the worker's new assignment.

Salary Changes
You can copy the salary from the primary assignment of the previous work relationship when the legal employers involved
in the transfer have the same legislative data group, and the type of salary basis is as follows:
 Type 1: Salary amount is determined by the user.
 Type 2: Salary amount is determined by components and the salary basis setting should be: Enable component
selection during allocation.
 Type 3: Salary amount is determined by rates.
Performance Goals and Documents Related Changes

You can move performance goals and documents to the worker’s new assignments with a legal employer. You can either
move all the workers' performance goals and documents associated with all review periods, or you can select only current
and future review periods and leave historic performance goals and documents associated with the inactive assignments.
Here are a couple of things that happen during the mass legal employer change:
 If a worker has the same performance goals, goal plans, or performance documents associated with multiple
assignments within the same work relationship, only the performance goals and documents associated with the
primary assignment will be moved to the new assignment created by the Mass Legal Employer Change process.
The performance goals and documents associated with secondary assignments will remain associated with those
for further processing, canceling, or deleting.
 Eligibility profiles aren't changed by the Mass Legal Employer Change process. So, if the eligibility profiles used for
performance goals and documents include inactive assignments, then when the process runs and moves the
performance goals and documents to the new assignment, the inactive assignments will continue to be eligible for
the same performance goals and documents. Eligibility profiles would need be updated to exclude the inactive
assignments to prevent these being created again.
Payroll Details

You can now copy payroll details from the source to the target assignment and payroll relationship during a mass legal
employer change within the legislative data group. These are the payroll details that you can copy:
 Payroll relationship and assignment attributes, such as Payroll, Tax Reporting Unit, Overtime Period, and Time Card
Required.
 Personal payment methods: Payment methods are copied subject to the availability of a valid organizational
payment method for the same payment type.
 Third-party payment methods: Payment methods for third-party person payees are linked to the new payroll
relationship.
 Person costing overrides: By default, costing overrides aren't copied. If you choose to copy, then the copy occurs
across four levels at which the person costing setup is held.
 Recurring element entries: Copy for element entries are subject to eligibility. If you want to exclude certain elements
from the copy, you will have to define an element (object) group with the usage type of global transfer.
 Calculation cards and components: Each country’s legislation determines the calculation cards and components
that are copied. The association with the new tax reporting unit and the association detail for the new assignment
will be automatically created.
The Mass Legal Employer Change flow interprets a blank entry as the value on the source assignment and payroll
relationship. Unless you override this value, the source value will be copied to the target assignment and payroll relationship.
Benefits
You can choose the life event for global transfer and transfer benefits balance to the worker's new assignment.

Select People
You can choose the workers for whom you would like to perform this transaction.

Review Selected People
You can review the people selected in the previous step before submitting the Mass Legal Employer process.
Linking Source and Target Assignments for a Legal Employer Change

From release 20B, the source and destination assignment that is created as part of a global transfer will be linked. By linking
the assignments, you can view the complete assignment history of the source and destination work relationships.
When you perform a change legal employer transaction in the responsive or classic UIs from release 20B onwards, the
application will automatically store the assignment ID of the source assignment in the destination assignment.
In case of these transactions, the assignment ID is not stored as the source assignment ID on the newly created assignment:
 Global Temporary Assignment
 Add Assignment
 Add Temporary Assignment
 Create Work Relationship
 Rehire (through the duplicate person match from Hire an Employee or Add a Pending Worker flows)
 Renew Placement (through the duplicate person match from Add a Contingent Worker or Add a Pending Worker
flows)
Process Used to Link Historical Records

For global transfers done before release 20B, you can run the Migrate Employment Data process to have the application
perform this linking. Here’s what the process does:
 Selects all active workers (employee, contingent worker, and nonworker) who don't have their termination dates
populated in the work relationship and for whom the source assignment ID isn't populated.
 Identifies the source and destination assignment IDs for the selected workers based on these items:

o Action occurrence ID.
o Comparison of the assignment start date of the destination assignment and assignment end date of the
source assignment.
Once identified, the process stores the assignment ID of the primary assignment as the source assignment in the destination
assignment.

 The Migrate Employment Data process will populate the SOURCE_ASSIGNMENT_ID column in the
PER_ALL_ASSIGNMENTS_M table only for global transfer. The column isn’t populated for global temporary
assignment.
 You can run this process to link your historical global transfer transactions only. Change legal employer
transactions initiated after release 20B will be linked by the application automatically.
 The process will link historical global transfers that are performed using any method (responsive UI, classic pages,
mass legal employer change process, HDL, or REST service).
 You can rerun the process, but the process will only select data where the source assignment ID isn't populated for
a global transfer action.
Process Parameter
The Migrate Employment Data process uses the Link Global Transfer assignments parameter. This parameter links the
source and destination assignments related to global transfer by updating the PER_ALL_ASSIGNMENTS_M table.

View Assignment History Across Legal Employer Changes
Users can view a worker's assignment history even after they have undergone a legal employer change. You can view the
assignment history from the Employment History section in the Employment Info page.
In the screenshot, under employment history, you can see the legal employer and assignment status in the assignment row
for global transfer. The legal employer and assignment status will be inactivated as part of the global transfer.
If there is a future termination, then that record is also copied during the global transfer.

To view the worker's assignment history across legal employer changes, their source and destination assignments must be
linked.
View Compensation Information Across Legal Employers

You can now see compensation information across legal employers. Earlier, you had to use the assignment switcher to view
compensation details for previous legal employers.
This screenshot shows the Compensation Info action used by line managers and HR specialists to show the consolidated
details across multiple legal employers:

This screenshot shows the My Compensation action used to show the consolidated details across multiple legal employers:

 For individuals to view their compensation information across changes of legal employer, you need to link their
source and target assignments.
 To differentiate suspended and inactive assignments, the business titles of these assignments end with the status,
for example, Inactive – Payroll Eligible.
 This consolidation of information happens in Salary, Individual Compensation, and Stock sections of the My
Compensation and Compensation Info actions.

Impact of Assignment-Level Security on Employment History and Details
(Release 20D Onwards)
Employment Info
If you have configured the application to view assignment history during a global transfer, and assignment-level security is
enabled, then you can only see those assignments for which you have access. For example, if you have access to only the
newly created assignment in global transfer, then you can’t view the complete assignment history. The person who has
access to both the source and target assignment can view both the assignments in the Business Title field and employment
history.
Employment Details
In the employment details page, you can see the complete summary of changes only when you have access to both the
assignments. If you have access to only the target assignment, then you can only see the changes in the After column.
Note: In the change legal employer dashboard, you can search the worker only if you have access to the assignment from
where the global transfer transaction was initiated (source assignment).
Copy Assignment Attributes While Changing Legal Employer With Workers REST
Resource
When changing the legal employer of a worker using the workers REST resource, you can copy the employment attributes
and extensible flexfields from the source assignment to the new assignment.
You can specify these attributes to copy the attributes from the source assignment:
 SourceAssignmentId
 SourceAssignmentNumber
 CopyAssignmentFlag
 CopyAssignmentEFFFlag

Include Source Assignment ID While Changing Legal Employer With HCM Data
Loader
You can change a worker's legal employer with HCM Data Loader using the GlobalTransferFlag on the work relationship
object. For more information, refer to the How You Perform a Global Transfer topic in the Integrating with HCM Guide on
Oracle Help Center.
These new attributes are added to the assignment object:
 SourceAssignmentNumber
 SourceAssignmentId
If the user doesn’t include the value for SourceAssignmentNumber or SourceAssignmentId, then this happens: The primary
assignment ID from the work relationship that’s being terminated as part of the global transfer is defaulted as the source
assignment ID.
These are the conditions for validating the source assignment:
 The assignment must belong to the person whose legal employer is being changed.
 The source assignment must start before the global transfer date.
 The source assignment must be active.
This example code changes the legal employer for an existing worker who has only one work relationship and one
assignment:
METADATA|WorkRelationship|SourceSystemOwner|SourceSystemId|PersonId(SourceSystemId)|LegalEmployerName
|PersonNumber|DateStart|WorkerType|PrimaryFlag|GlobalTransferFlag|ActionCode
MERGE|WorkRelationship|HRC_SQLLOADER|WR-HDLWorker_111_1|HDLWorker_111_1|Vision
Corporation|HDLWorker_111_1|1985/07/16|E|Y|Y|GLB_TRANSFER
METADATA|WorkTerms|SourceSystemOwner|SourceSystemId|ActionCode|ReasonCode|LegalEmployerName|Assignmen
tNumber|AssignmentName|EffectiveStartDate|EffectiveEndDate|EffectiveLatestChange|EffectiveSequence|Pe
riodOfServiceId(SourceSystemId)|PersonTypeCode|AssignmentStatusTypeCode|AssignmentType|BusinessUnitId
|NoticePeriod|PrimaryWorkTermsFlag|FreezeStartDate|FreezeUntilDate
MERGE|WorkTerms|HRC_SQLLOADER|WT-HDLWorker_111_1|GLB_TRANSFER||Vision Corporation|WT-NU-
HDLWorker_111_1|WT-NA-HDLWorker_111_1|1985/07/16|4712/12/31|N|1|WR-
HDLWorker_111_1|Employee|ACTIVE_NO_PROCESS|ET|202|0|Y|4712/12/31|1950/01/01
METADATA|Assignment|SourceSystemOwner|SourceSystemId|ActionCode|ReasonCode|LegalEmployerName|Assignme
ntNumber|AssignmentName|EffectiveStartDate|EffectiveEndDate|EffectiveLatestChange|EffectiveSequence|P
eriodOfServiceId(SourceSystemId)|WorkTermsAssignmentId(SourceSystemId)|PersonTypeCode|AssignmentStatu
sTypeCode|AssignmentType|BusinessUnitId|NoticePeriod|PrimaryAssignmentFlag|FreezeStartDate|FreezeUnti
lDate|SourceAssignmentNumber
MERGE|Assignment|HRC_SQLLOADER|WA-HDLWorker_111_1|GLB_TRANSFER||Vision Corporation|WA-NU-
HDLWorker_111_1|WA-NA-HDLWorker_111_1|1985/07/16|4712/12/31|N|1|WR-HDLWorker_111_1|WT-
HDLWorker_111_1|Employee|ACTIVE_NO_PROCESS|E|202|0|Y|4712/12/31|1950/01/01|E34345588

Manage Assignment-Based Document Records During Global Transfer
You can manage assignment-based document records during a global transfer by performing these actions:
 Move assignment-based Document Records from source assignment to destination assignment during a global
transfer (Local and Global Transfer, Mass Legal Employer Change).
 Move assignment-based Document Records from destination assignment to source assignment when a global
transfer work relationship is cancelled.
This table shows the document record-related profile option that you can configure for global transfer and cancel of the
global transfer work relationship:
PROFILE OPTION CODE PROFILE DEFAULT DESCRIPTION

OPTION PROFILE
NAME VALUE
ORA_PER_DOR_ASG_LVL_MOVE_ON_CHANGE_LE Move N By default, this profile option is set to N

Assignment which means that users can’t do either of
Level these actions:
Document
 Move document records from
Records
source to destination
During
assignment during a global
Change
transfer.
Legal
Employer
destination to source
Enabled
assignment when a global
transfer work relationship is
cancelled.
If you set this site-level profile option to
Y, users can do these actions:
source to destination
assignment during a global
transfer.
Note:
o When document
records are moved
from source to
destination assignment,
the document records
which are pending
approval won't be
moved. However, users
can move the
document
records manually using
HDL, HSDL or REST,
post approval.
o Only document records
from the source
assignment will be
moved.
o If there are multiple
assignments in the
source work
relationship and the
assignments have

PROFILE OPTION CODE PROFILE DEFAULT DESCRIPTION
OPTION PROFILE
NAME VALUE
document records, then

associated with a non-
source assignment will
continue to be
associated with the
original assignment.
destination to source
assignment when you cancel a
global transfer work
relationship.
Note:
o When document
records are moved
from destination to
source assignment,
which are pending
approval won't be
moved. The pending
transactions will be
discarded from the
approval process.
o If there are multiple
assignments in the
destination work
relationship and
the assignments have
document records, then
associated with a non-
destination assignment
will be deleted.
o Any document record
that was created
directly in the
destination assignment
will also be moved to
the source assignment
when you cancel the
work relationship.

THINGS TO CONSIDER BEFORE YOU CHANGE THE LEGAL EMPLOYER
This table lists the various messages generated by the application when you change a worker’s legal employer. You can refer
to the conditions listed in the messages and take suitable action before you change the legal employer.
SERIAL NUMBER MESSAGE ADDITIONAL MESSAGE DESCRIPTION

DETAILS
1 The legal employer change date can't The legal employer change This information message is
be same as the assignment start date. for the worker can be done displayed when the legal
only after the start date of employer change date is
their assignment. For same as the assignment start
example, you can't change date.
the legal employer on the
worker's assignment start
date.
2 You can't change the legal employer The worker has a future This error message is
for worker {DISPLAY_NAME}1 because dated legal employer change displayed when the user tries
this worker has a future dated global or a future dated temporary to change the legal employer
transfer or global temporary assignment change in of a worker. However, there
assignment. another legal employer. For is either a future dated global
example, the worker currently transfer or future dated
works for Vision India and global temporary assignment
has a future dated legal existing for the worker.
employer change to the
Vision United States. In this
scenario, you can’t change
the worker’s legal employer.
3 You can't perform the global transfer You can’t do the legal Validation to check the
on a date that's same as or earlier than employer change on a date consistency between the
the start date of the existing work which is prior to the current work relationships involved
relationship. legal employer start date. in the global transfer.
4 You can't perform a global transfer You need to select an active Validation to ensure that you
because there is no active primary primary work relationship to do not perform a global
work relationship. perform the global transfer. transfer for a terminated
work relationship.
5 You can't initiate a legal employer There is a future dated This error message is
change because there is a future dated change in the worker's displayed in the following
primary work relationship change for primary work relationship, scenario. The user tries to
this worker. which prevents you from change the legal employer of
changing the legal employer. a worker when the worker
has an existing future dated
primary work relationship.
6 You can't initiate the global transfer for You can select an active This error message is
a suspended assignment. assignment or change the displayed when the user tries
assignment status of the to do a global transfer for a
current assignment and then suspended assignment.
initiate the global transfer.
7 You can't initiate a legal employer The change legal employer This error message is
change because the assignment of this transaction can't be initiated generated in the following
for an assignment which was scenario. The user tries to

SERIAL NUMBER MESSAGE ADDITIONAL MESSAGE DESCRIPTION
DETAILS
worker is suspended as a result of a suspended as a result of change the legal employer of

global temporary assignment. global temporary assignment. a worker from a suspended
assignment because of a
global temporary
assignment.
8 You can't change info in this record The record may be locked A personal information
because other changes to this person's because of a pending global object is locked due to a
info still need approval. transfer, for example. You transaction, such as a global
need to wait until the transfer, that is pending
changes are approved, to approval. This is done to
prevent data corruption. prevent data corruption of
the personal information.
9 The legal employer change for worker The legal employer change This error message is
{DISPLAY_NAME}1, won’t succeed if the worker displayed when the
{ASSIGNMENT_NUMBER}1 didn't has a transaction pending application detects that there
succeed because there is a pending approval. is a pending transaction for
{MODULE_NAME}1 transaction. the worker.
10 You can't initiate a legal employer The change legal employer This error message is
change because the work relationship transaction can't be initiated displayed in the following
of this worker was created as a result for a work relationship that scenario. The user tries to
of a global temporary assignment. was created as a result of change the legal employer of
global temporary assignment. a worker from the work
relationship created as a
result of a global temporary
assignment.
{TOKEN_VALUE}1 The token values in the messages will be displayed during run time.

ROLE INFORMATION
These are the aggregate privileges and the predefined roles that inherit them:
FEATURE AGGREGATED PRIVILEGE NAME AND CODE JOB OR ABSTRACT ROLE
Local and Global Perform Worker Local and Global Transfers

Transfer Human Resource Specialist
ORA_PER_TRANSFER_WORKER_LOCAL_GLOBAL
Change Legal Employer Access Change Legal Employer Dashboard

Dashboard Human Resource Specialist
PER_ACCESS_CHANGE_LEGAL_EMPLOYER_DASHBOARD
Mass Legal Employer Perform Worker Mass Legal Employer Change

Change Human Resource Specialist
ORA_PER_PERFORM_WORKER_MASS_LE_CHANGE

STEPS TO ENABLE
FEATURE STEPS TO ENABLE
Data Copy and These sections are hidden out-of-the-box in the local and global transfer flow and need to be enabled
Display Options using Transaction Design Studio:
During a Legal
 Contact Info
Employer Change
 Other Info
 Additional Assignment Info
 Performance Goals and Documents
 Benefits
 Absences
For setup information about the fields, refer to the HCM Responsive User Experience Setup Information
(Document ID 2399671.1)
View Assignment To display the assignment history across legal employer changes on the Employment Info responsive
History Across page, you must enable the following profile option:
Legal Employer
Changes Field Value
Profile ORA_PER_EMPL_DISPLAY_GT_HISTORY
By default, this profile option is set to No. If you set the profile option to Yes, the assignment history
across legal employer changes is displayed on the Employment Info responsive page.
To view the worker's assignment history across legal employer changes, their source and destination
assignments must be linked.
Note: For more information about linking assignments during a legal employer change, see the Process
to Link Source and Destination Assignments for Global Transfer topic in the Related Topics section.
Future
Field Value
Termination Copy
Enabled
Profile ORA_PER_CLE_COPY_FUT_TERMINATION
(Release 21A
Onwards)
By default, the profile option is set to Y, which means the future termination will be moved to the new
work relationship during a legal employer change. To stop the future termination from being moved to
the new work relationship, you must set the profile option to N.
If you set the profile option to Y, these things happen:
 Future termination will be copied even if future assignment updates are set to not copy.
 Future termination will be copied even if future assignment updates fail to copy successfully.
Future Field Value

Assignment
Changes Copy
Profile ORA_PER_CLE_COPY_FUT_ASG
Enabled (Release
21A Onwards)
By default, this profile option is set to N, which means the future assignment updates won't be moved to
the new assignment during a legal employer change. To move the future assignment to the new
assignment, you must set the profile option to Y.

If you set the profile option to Y, these things happen:
 Only future assignment updates are copied. Future updates for Salary, Payroll, and Absences
are currently not supported.
 Assignment updates are also copied to the new assignment if there are date effective updates
on the source assignment past the termination date of the source work relationship.
View To display the compensation information across legal employer changes on the Compensation Info
Compensation responsive page, you must enable this profile option:
Information
Across Legal Field Value
Employers
Profile ORA_CMP_CARD_DISPLAY_GT_HISTORY
To enable the profile option, navigate to the Setup and Maintenance work area:
1. Search for and click the Manage Administrator Profile Values task.
2. Search for and select the profile option.
3. Click to add a new Profile Value.
4. Select the Level as Site.
5. Enter a Y in the Profile Value field.
6. Click Save and Close.
Automatic Copy of To enable this feature, you need to configure the lookup code. Here's how you can do it:
Work Schedule
1. Navigate to the Setup and Maintenance work area.
Assignments
2. Search for and click the Manage Common Lookups task.
3. Search for lookup type lookup type ANC_PROC_CONFIGS. If you don’t find it, add this lookup
type.
4. Set the Module as Global Absences.
5. Set the Lookup Configuration Level as Site.
6. From the REST Access Secured list, select Secure.
7. Click Save.
Once you define the lookup code, you can add the lookup code in the same page. Here’s how you can do
it:
1. Add the lookup code ANC_RESTRICT_HIRE_TERM_EVENT in the ANC_PROC_CONFIGS: Lookup
Codes section.
2. Select the Enabled checkbox.
3. Set the start and end dates.
4. Click Save and Close.

Manage Common Lookups Page
Copy Assignment Review the REST service definition in the REST API guides, available from the Oracle Help Center > your
Attributes While apps service area of interest > REST API. If you're new to Oracle's REST services, you may want to begin
Changing Legal with the Quick Start section.
Employer With
Workers REST
Resource

KEY RESOURCES
FEATURE KEY RESOURCES
Data Copy and Display Options  For setup information about HCM Responsive User Experience, see the following
During a Legal Employer Change document on My Oracle Support: HCM Responsive User Experience Setup
Information (Document ID 2399671.1).
 For more information about copy options, refer to the Data Copy Options
During a Legal Employer Change enhancement in this document.
 For more information about local and global transfers, see the 19A Global Human
Resources What's New feature: Local and Global Transfer Guided Process.
 For more information about transfer actions, see the Hire and Manage Workers
chapter in the 20A Using Global Human Resources guide.
Copy Assignment Attributes For more information, see the REST API for Oracle HCM Cloud guide on the Oracle Help
While Changing Legal Employer Center.
With Workers REST Resource
Include Source Assignment ID For more information, see the How You Perform a Global Transfer topic in the Integrating
While Changing Legal Employer with Oracle Human Resources Cloud guide on Oracle Help Center.
With HCM Data Loader

FAQS ON GLOBAL TRANSFER
1. Can I use the Global Transfer action for a person with a future termination date?
Yes, the global transfer ignores the future termination date and ends the existing work relationship a day before the
start date of the new work relationship.
2. Can I use the Global Transfer action for a person having a future global transfer or global temporary
assignment?
No, you can't globally transfer such a person.
3. Can I do a global transfer for a suspended assignment?
Yes, as long as the assignment isn't suspended because of a global temporary assignment.
4. Can I cancel the work relationship of a person who's transferred to another legal employer?
No, you can't cancel such a work relationship.
5. How can I correct the global transfer and global temporary assignment start dates?
You can't change these dates directly on the assignment or Edit Work Relationship page. You must first cancel the
work relationship that was created as part of the global transfer or global temporary assignment creation. This
removes the global transfer and global temporary assignment records from the original assignment. You can then
do the global transfer or create a global temporary assignment on the date you want.
6. How can I correct the global transfer or a global temporary assignment for a legal employer?
You can't change the legal employer. You must first cancel the work relationship that was created as part of the
global transfer or global temporary assignment. This removes the global transfer and global temporary assignment
records from the original assignment. You can then do the global transfer or create a global temporary assignment
to the legal employer you want.
7. Will the future termination be retained on the new work relationship, post the global transfer?
Yes, the future termination will be retained. However, from release 21A onwards, you can control the behavior using
the ORA_PER_CLE_COPY_FUT_TERMINATION profile option.
8. Will the future assignment changes be retained on the new assignment, post the global transfer?
By default, the future assignment changes on the source assignment are removed as part of the global transfer.
However, from release 21A onwards, you can control the behavior using the ORA_PER_CLE_COPY_FUT_ASG profile
option.
9. How do I configure an approval for the Local and Global Transfer flow?
Use the Local and Global Transfer approval process.
10. Will expense data and expense history be transferred during the global transfer?
No, the expense information on the source assignment is retained. After the global transfer, the user must enter
the expense details in the new assignment that’s created as part of the global transfer.
11. Does data from payroll, salary, performance documents, and so on get copied when I do the global transfer
using HCM Data Loader?
No, the data copy options are available only when you do the change legal employer using the Local and Global
Transfer and Mass Change legal Employer flows.
12. Will data be copied from all assignments if an employee has multiple assignments within the source work
relationship?
No, data is copied only from the source assignment that’s used to start the Local and Global Transfer flow.
13. What happens when some data elements from the source legal employer are not valid for the destination
legal employer?
The data can become invalid in these two scenarios:

 The data has become inactive as of the date of the global transfer, for example, a location is active until 1-
May-2020 and the user does the global transfer on 1-Jun-2020.
 The lookup value attached to an attribute has a country tag that doesn’t match the legislation of the
globally transferred person, for example, Hourly Salaried Code.
In both these scenarios, the field becomes blank and the user must enter the correct value corresponding to the
new legal employer or date.
14. Why is the performance data not displayed in the Workforce Performance - Performance Rating Real Time
subject area in OTBI for workers who are globally transferred?
This will be addressed in a future release.
15. Can I see inactive review periods when searching for specific review periods in the Performance and Goals
section?
Yes, you can see all review periods including inactive ones during the search.
16. Can I do a global transfer again to copy the review period that was missed?
During release 19A, we provided HCM Data Loader support to transfer performance goals and documents between
assignments. For more information, see 19A Performance Management What's New feature: Data Loader Support
to Transfer Performance Goals and Documents Between Assignments
17. Are direct reports copied when a global transfer is done using HCM Data Loader or REST API?
No. Copying of direct reports is not supported in HCM Data Loader or REST API.
18. How are lookup values defaulted?
Before defaulting, the application validates the lookup values in these ways:
 Legislation: The legislation code of the lookup must match the legal employer.
 Date: The lookup must be active for the global transfer date.
If the validation fails, the field value isn’t defaulted, and it’s left blank at the destination assignment in case of local
and global transfer. In case of mass legal employer change, the copy fails.
19. What happens if invalid data is found during copy?
If the global transfer is done using the Local and Global Transfer flow, the application doesn’t default the invalid
attribute and leaves the field blank. However, the valid attributes are defaulted.
If the global transfer is done using the Mass Legal Employer Change flow and invalid attributes are found, the
application doesn't perform the global transfer. Additionally, an error message is displayed on the dashboard that
informs the user about the invalid attribute.
20. Are areas of responsibility also copied during a global transfer?
No, the areas of responsibility aren’t copied.
21. What areas are copied during a global transfer using HCM Data Loader?
Only the assignment information is copied. To copy other areas, (for example, related payroll information) you
need separate HCM Data Loader files.
22. Can I generate a report of the process results related to global transfer?
You can build your custom reports using BI Publisher. OTBI support for the Change Legal Employer Dashboard is a
future roadmap item.
23. Can I do a mass legal employer change with different effective start dates for each worker?
No, all workers included in the mass legal employer change will have the same effective start date.
24. Does the default value apply to the copied element entry in the new assignment?
No, because the value is copied from the source legal employer. Even if it was a default value in the source
assignment, the application doesn't consider it as a default value in the new assignment.
25. How can I prevent certain element entries from being copied during a global transfer?

If none of the element entries should be copied, deselect the element entries check box. Element entries for
elements with automatic eligibility would still be created. If only certain elements must be copied, define an element
group and assign the ‘Global Transfer’ usage type. This can then be specified on the Local and Global Transfer flow
or Mass Global Transfer flow to limit the element entries.
26. Why can't I view the element group in the list of values after excluding recurring element entries to be
copied?
Confirm whether the transfer is a permanent global transfer where the source and destination legal employers are
in the same legislative data group (LDG) as the one in which the element group is defined. Also, verify if the
element group has the ‘Global Transfer’ usage type assigned.
27. What happens if the copy of any payroll data fails?
Some of the employment record information on the assignment, payroll relationship, and assigned payroll are
stored as part of the global transfer transaction. Any errors while creating these employment records would be an
error on the global transfer itself. However, the related payroll information, such as payment methods, person
costing overrides, and element entries are copied after the global transfer has successfully completed.
28. What happens if a recurring element entry has updates or an end date in the future?
All information is copied as of the date of transfer. The information updated effective at a later date wouldn't be
automatically copied. You must reevaluate if those still apply on the new legal employer and copy them manually.
The same holds true if the record is end-dated in the future.
29. What happens to the security roles assigned to a person during global transfer?
During a global transfer, the person's current work relationship is terminated. Therefore, all roles, including any
manually assigned roles for the person are also removed.

RELEASE NOTES FOR CHANGE LEGAL EMPLOYER FEATURE
UPDATE VERSION MODULE FEATURE
Update 20B Absence Management Review Absence Plans, Future and In Progress Absences and
Future Transactions Impacted Due to Local and Global
Transfers
Update 20B Global Human Resources Linking Source and Target Assignments for a Legal Employer
Change
Update 20B Global Human Resources View Assignment History Across Legal Employer Changes
Update 20B Global Human Resources Data Copy Options During a Legal Employer Change
Update 20B Global Human Resources Dashboard for Enhanced Legal Employer Change
Update 20B Global Human Resources Copy Assignment Attributes While Changing Legal Employer
with Workers REST Resource
Update 20B Global Payroll Copy Payroll Info During a Legal Employer Change
Update 20B Global Payroll Interface ADP Global Payroll Interface Supports Extended Reporting in
Global Transfer
Update 20B Talent Management Performance Goals and Documents Integration with Global
Transfer Process
Update 20C Absence Management Success and Failure Messaging Support for Local and Global
Transfers
Update 20C Absence Management Automation of Accrual Plan Enrollment and Plan Balance Copy
During Local and Global Transfers
Update 20C Compensation Compensation Info Can Show Changes Across Legal
Employers
Update 20C Global Human Resources Compact Guided Process for Mass Legal Employer Change
Update 20C Global Human Resources Data Copy Options During a Mass Legal Employer Change
Update 20C Global Human Resources Enhanced Data Copy Options During a Legal Employer
Change
Update 20C Global Human Resources Legal Employer and Action Reason Fields Added to
Employment Info Page
Update 20C Global Human Resources Move Future Termination to New Work Relationship Created
from Legal Employer Change
Update 20C Global Payroll Copy Payroll Information During a Mass Legal Employer
Change

Update 20C Global Payroll Copy Calculation Cards and Third-Party Payment Methods
During a Legal Employer Change
Update 20C Payroll for Canada Global Transfer Uptake for Calculations Card
Update 20C Enhanced the Local and Global Transfer Task to Auto-Manage
Payroll for China the Employees' Deduction Information Card
Update 20C Payroll for Kuwait Global Transfer Uptake for Calculation Cards
Update 20C Payroll for Qatar Global Transfer Uptake for Calculation Cards
Update 20C Payroll for Saudi Arabia Global Transfer Uptake for Calculation Cards
Update 20C Payroll for the United Arab

Emirates Global Transfer Uptake for Calculation Cards
Update 20C Payroll for the United Kingdom Global Transfer Uptake for Calculation Cards
Update 20C Payroll for the United States Copy Payroll Info During a Legal Employer Change
Enhancement
Update 20D Global Human Resources Legal Employer and Country Parameters Added for Mass
Legal Employer Action in HCM Experience Design Studio
Update 20D Payroll for China Enhanced Mass Legal Employer Change
Update 20D Payroll for Mexico Local and Global Transfer Uptake of the Employee Tax Card
Update 20D Payroll for the United Kingdom Mass Global Transfer and Synchronization
Update 20D Global Transfer Enhancement for Deferred Compensation

Payroll for the United States Plans
Update 20D Transactional Business Source Assignment - Global Transfer

Intelligence for Human Capital
Management
Update 21A Move Future Assignment Updates During Legal Employer

Global Human Resources Change
Update 21A Control Moving of Future Termination During Legal Employer

Global Human Resources Change
Update 21A Global Payroll Copy Payroll Balances During Global Transfers
Update 21A Payroll for Canada Global Transfer Uptake: Mass Transfer
Update 21A Payroll for the United States Global Transfer Enhancement for Involuntary Deductions
Update 21A Payroll for the United States Global Transfer Enhancement for Tax Card Synchronization

Update 21A Global Transfer Enhancement for Deferred Compensation

Payroll for the United States Limits
Update 21B Absence Management Automatic Copy of Work Schedule Assignments During Local
and Global Transfer
Update 21B Compensation Future Salary Updates Move During Legal Employer Change
Introduction
Update 21B Global Human Resources Business Title Copied During Add Assignment and Local and
Global Transfer
Update 21B Payroll for Canada Global Transfer Uptake: Balance Adjustments to Support RRSP
and Annual Tax Limits
Update 21B Payroll for Canada Global Transfer Uptake: Involuntary Deduction Calculation
Cards
Update 21B Payroll for the United States Global Transfer Enhancement for Predefined Deferred
Compensation Balances
Update 21B Recruiting Perform Global Changes from Offers Using Flow "Local and
Global Transfer"
Update 21C Compensation Copy Individual Compensation Awards during Local and
Global Transfer
Update 21C Global Human Resources Select Assignment Status for Source Assignment in Local and
Global Transfer and Add Assignment Flows
Update 21C Global Human Resources Retain Direct Reports in Source Assignment During Global
Temporary Assignment Change
Update 21C Payroll for the United States Global Transfer Enhancement for Reporting Information
Cards
Update 21C Transactional Business Improve Reporting On Worker Performance Documents

Intelligence for Talent Moved During A Global Transfer
Management

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Document Title: Changing a Worker’s Legal Employer in HCM Cloud

July, 2021
Author: Aliasgar Khambhaty and Girish Singh

Changing A Worker S Legal Employer in HCM Cloud

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Changing a Worker's Legal

Employer in HCM Cloud

Oracle Fusion Human Capital Management

July 16, 2021 | Version 1.01

1 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

Things to Consider Before You Change the Legal Employer 44

2 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

3 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

TRANSACTION DOES THE LEGAL COMMENTS

4 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

5 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

Personal Details No Only when GT N/A N/A N/A Not available in

Contact Info No Needs to be N/A N/A N/A

Legislative Info No Only when GT N/A N/A Yes Not available in

Other Info No Needs to be Yes Yes Yes

Assignment - Yes Always Yes Yes Yes

Assignment - Yes Always Yes Yes Yes

Assignment - Yes Always Yes Yes No

Assignment - No Needs to be Yes Yes Yes

Employment No Only if the No No No No data is copied

6 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

Weekly Working No Needs to be Yes Yes Yes

Managers Yes Always Yes Yes Yes

Add Direct Yes Always N/A N/A N/A

Work Relationship Yes Always Yes Yes Yes

Work Relationship Yes Always Yes Yes Yes

Work Relationship Yes Always Yes Yes No

Work Relationship No Only if the Yes Yes Yes Only V1 enterprise

Payroll Details - Yes Always Yes (Only for GT) No No

Payroll Details - Depends on Needs to be Yes (Only for GT) No No

Payroll Details - No Needs to be No No No

Payroll Details - No Always Yes (Only for GT) No No

Payroll Details - No Needs to be Yes (Only for GT) No No

7 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

Payroll Details - No N/A No No No Data not copied.

Payroll Details - No Needs to be No No No

Salary - Type 1 Yes Always Yes No No

Salary - Type 2 Yes Always Only in certain No No When you select

Salary - Type 3 Yes Always Yes No No

Compensation - Yes Always Yes(Only for GT) No No

Compensation - Yes Always No No No

Performance No Only when No No No You can select to

Performance No Only when No No No You can select to

Benefits No Needs to be No No No You can select to

8 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

within the same

Absences Yes Needs to be Yes Yes Yes All accrual plans

Work Schedule N/A N/A Yes Yes Yes Only if the

Seniority Dates Yes N/A N/A N/A This is a read-only

1Available only from release 21C onwards.

9 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

10 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

11 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

12 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

13 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

15 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

16 DOCUMENT | Changing a Worker’s Legal Employer in HCM Cloud | Version 1.01

Add Direct Reports