To transfer an employee into another payroll in Oracle HCM, follow these steps:
1. Navigate to Person Management:
- Go to the Home page.
- Select Person Management under My Workforce.
2. Search for the Employee:
- Enter the employee’s name or number in the search bar.
- Click Search and select the employee from the results.
3. Manage Payroll Relationship:
- In the employee’s profile, go to Manage Payroll Relationships under Actions.
4. End the Current Payroll Assignment:
- To ensure a smooth transition, end-date the employee’s current payroll assignment:
- Select the current payroll under the Payroll Relationships tab.
- Set the End Date for the payroll assignment to the date of the transfer.
- Save the changes.
5. Add a New Payroll Assignment:
- After ending the current payroll, click Add to create a new payroll assignment.
- Select the new payroll that the employee will be transferred to.
- Update the Effective Start Date to the date the transfer will take effect.
6. Validate Element Entries:
- After assigning the new payroll, review the employee’s Element Entries to ensure deductions, earnings, and other elements are transferred or updated accordingly.
7. Save and Close:
- Once the new payroll assignment is entered and validated, click Save and Close.
8. Verify the Transfer:
- To ensure everything is correct, review the employee’s updated Payroll Relationship details, and run a payroll validation or report to confirm the transition is reflected accurately.
Further Learning:
- For a deeper understanding of managing payroll processes in Oracle HCM, consider exploring the Oracle Cloud Payroll Implementation Guide.
- Additionally, you may find it helpful to review Oracle Learning Library resources on payroll transfers and payroll processing best practices.