Employee Transfer

Form ID: (MPPP3115)

The Employee Transfer form lets you transfer an employee from one branch to another, creating GL journals as required to reallocate the employee's leave liabilities. Transferring an employee updates the employee's branch, as shown on the Employees (EP203000) form and optionally their Payroll Posting Class, as shown on the Pay Details (MPPP2310) form.

Note: This form is only available if the "Multi-Branch Support" feature is enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes standard and form-specific buttons. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific buttons are listed below.


Element	Description
Populate Entitlement Balances	Click this button to populate the Document Details tab with the current entitlement balances for the selected employee.
Release	Click this button to process the employee transfer, updating the employee's details and creating the necessary GL journals.
Reverse	Click this button to reverse the employee transfer. The employee's details will be returned to their original state and a reversing batch will be created to reverse the GL journals created by the transfer.

Summary Area

This area lets you choose the employee to transfer and the branch they will be transferred to.


Element	Description
Batch Number	The ID number of the employee transfer batch.
Hold	If this box is ticked, the batch is on hold, which means it can be edited but not released.
Status	The employee transfer's current status. Can be one of: Hold Open Closed Reversed
Employee ID	Select the employee to transfer.
Transaction Date	The effective date of the transfer.
Branch	Current column: The branch that the selected employee currently belongs to. New column: The branch that the selected employee will be transferred to.
Posting Class	Current column: The GL posting class that the selected employee currently belongs to. New column: The GL posting class that the selected employee will be transferred to.
Payment Method	Current column: The employee's current payment method selected on the Financial tab of the Employees form (EP.20.30.00). New column: After the transfer, this will be the employee's payment method on the Financial tab of the Employees form.
Cash Account	Current column: The employee's current cash account selected on the Financial tab of the Employees form (EP.20.30.00). New column: After the transfer, this will be the employee's cash account on the Financial tab of the Employees form.
Payroll Payment Method	Current column: The employee's current payment method selected on the Pay Distribution tab of the Pay Details form (MP.PP.23.10). New column: After the transfer, this will be the employee's payment method on the Pay Distribution tab of the Pay Details form.
Payroll Cash Account	Current column: The employee's current cash account selected on the Pay Distribution tab of the Pay Details form (MP.PP.23.10). New column: After the transfer, this will be the employee's cash account on the Pay Distribution tab of the Pay Details form.

Document Details Tab

This table on this tab displays all entitlement balances for the selected employee. After selecting an employee, click the Populate Entitlement Balances toolbar button to load the employee's balances into this table.

Note: Only entitlements that have the Include Accrual in GL option enabled will be loaded into the table - if an entitlement does not accrue in the GL, there is no need to transfer it.


Element	Description
Entitlement ID	The unique name that identifies the entitlement.
Entitlement Description	The detailed description of the entitlement.
Entitlement Accrual	The amount of entitlement accrued in the current entitlement period.
Entitlement Earned	The total outstanding balance of the entitlement, including any balance remaining from previous entitlement periods.
Entitlement Balance	The total of the Accrued and Earned balances.
Unit	The units that the entitlement is accrued in, e.g. Days or Hours.
Rate Description	The detailed description of the entitlement's rate.
Rate	The entitlement's rate of accrual.
Calculated Amount	The calculated amount of the entitlement, i.e. the Entitlement Balance multiplied by the Rate.
Override	Tick the box in this column to override the Calculated Amount.
Override Amount	If the Override box is ticked, enter a new entitlement amount in this column.
From Account	The GL account that the entitlement is currently posted to.
From Account Description	The description of the GL account that the entitlement is currently posted to.
From Sub account	The GL subaccount that the entitlement is currently posted to.
To Account	The GL account that the entitlement will be transferred to.
To Account Description	The description of the GL account that the entitlement will be transferred to.
To Sub account	The GL subaccount that the entitlement will be transferred to.
Comment	Enter an optional comment to attach to the entitlement transfer.

Financial Details

This tab displays details of the GL batch(es) created for the employee transfer. The available fields differ depending on whether or not the "Inter-Branch Transactions" feature is enabled on the Enable/Disable Features (CS100000) form.


Element	Description
Clearing Account	Select the GL account that will be used for the batches created when the employee transfer is processed. This defaults to the account specified on the Employee Transfer Settings tab of the Payroll Preferences (MPPP1100) form. This field is only available if the "Inter-Branch Transactions" feature is not in use.
Clearing Subaccount	Select the GL subaccount that will be used for the batches created when the employee transfer is processed. This defaults to the subaccount specified on the Employee Transfer Settings tab of the Payroll Preferences (MPPP1100) form. This field is only available if the "Inter-Branch Transactions" feature is not in use.
GL Batch	The GL batch created for the employee transfer. If the "Inter-Branch Transactions" feature is not in use, this field displays the GL batch created for transferring the employee's accruals out of the old branch only.
New Branch GL Batch	The GL batch created for transferring the employee's accruals into the new branch. This field is only available if the "Inter-Branch Transactions" feature is not in use.
Reversing GL Batch	If the employee transfer was reversed using the Reverse toolbar button, this field will display the GL batch containing the reversing journals.