Rules

• When you transfer an employee, all the analysis views remain the same for the originating member. The receiving member gets the employee on the transfer date.
• When an employee is transferred in the middle of a month, the monthly wage or salary is prorated between the source and destination units: The amount for the month of transfer for the source unit is based on all the days preceding the day of transfer. The amount for the destination unit is based on all the remaining days for the month, including the day of transfer. For example, if an employee earns $5,000 a month and is transferred on March 14, the prorated amount for the source unit for March is $2,096.77 (5,000 * 13/31), and the amount in the destination unit for March is $2,903.23 (5,000 * 18/31).
• Events do not transfer to the destination member. Detail Budgeting takes into account the previous events when calculating the current salary or hourly amount at the time of transfer. The current employee type, title, and salary or hourly rate are transferred to the destination member.
• Allocations are not carried forward to the destination member when an employee is transferred. The transferred employee defaults to the system allocation.
• Global event limits are calculated in the destination member as if the transferred employee was a new employee.
• Once an employee is transferred out of a source member into a target member, the employee cannot be transferred back into the original member at a later time. This is because the employee ID already exists in the original member. If an employee needs to be added back to the original member, we recommend adding that employee as a new employee, using the same name and adding an extension to the original employee ID. For example, if the original ID was 12345, the extended ID could be 12345A for the new employee.