Canada | How do I transfer an employee from one frequency to another within the same company?

The transfer process of an employee from one frequency to another within the same company is initiated on the Transfer screen. For instance, if an employee is transferred from a monthly to a fortnightly frequency.

      Navigate > Employee > On/Off Boarding > Transfer

      

To complete the transfer process, review and update all relevant employee screens as needed. Pay special attention to the Tax Profile, Position, and Pay Rate Details sections. You can skip the Leave screens and move to the next step by selecting the next screen option in the top-right corner.

      

After completing the transfer, update the employee’s Year-to-Date (YTD) amounts for CPP/QPP, EI, QPIP, and QC CNT on the new record to ensure accurate calculations. These values can be entered on the Employee Transfer Take On screen.

Important!

The effective date for the Employee Transfer Take On record needs to be set to the start of the tax year, for example 01/01/2025.

      Navigate > Employee > Basic Information > Custom Forms > Employee Transfer Take On

      

Important!

Ensure to generate Record of Employment (ROEs) for all terminated records under the previous frequency.

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