Use the Bulk transfer function to:

  • Perform the bulk transfer of contracts from one site to another
  • Manage bulk contract terminations
  • Perform the bulk creation of V.A.R. contracts

Bulk transfer

A transfer can take place from one site to another within the same company or from one site to another site of another company. In the event of a transfer, a new contract is created.

  • In the event of a transfer from one site to another within the same company: an additional clause is created in the contract chrono (the contract number remains the same). The lines of the employees that you modify are in blue in the list of employees contained in the table displayed after you have populated the selection criteria.
  • In the event of a transfer from one site to another site of another company: a new contract chrono is created (with a new contract number). The lines of the employees that you modify are in red in the list of employees contained in the table displayed after you have populated the selection criteria. In addition, the Final exit check box is automatically selected by the system for the first contract (GESCTR).

Mass contract terminations

In the event of a mass contract termination:

  • The Final exit check box is automatically selected by the system for the first contract (GESCTR).
  • The file of the employee leaving the company (Departure of an employee (GESATS function) is updated.
  • In the table that contains the employees impacted by the processing, if you change the contract end date and the contract end reason, the employee's payslip must be recalculated according to the new date (it is not automatically recalculated).
  • No employee total is transferred to the new contract.

    Prerequisites

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    Entry screen

    Presentation

    1) On the first screen, fill in the selection criteria to select the employees for bulk processing.

    • In the Selection field, select Bulk Transfers or Bulk Terminations. To create V.A.R. contracts, select Bulk terminations.
    • If necessary, select the Already terminated employees check box to load only completed contracts.
    • The start and end dates are used to filter the contracts by date.
    • Fill in the other necessary criteria (all companies or a company, etc.).
    • Legislation is mandatory.

    You can start the process:
    • For all companies within a specific legislation: in this case, select the All companies check box and enter a legislation, such as FRA, in the Legislation field.
    • Or for a single company: in this case, clear the All companies check box and enter a company in the Company field. The Legislation will default to the company’s legislation.

    2) After filling in the selection criteria, click OK. The list of employees matching the selection criteria is displayed in a table on a second screen.

    3) The table containing the employees impacted by the processing contains different fields depending on whether it is a mass transfer or a break of mass contracts.

    Select the To be modified check box to activate the line that you want to modify.

    Change the required fields (such as the Site field in the event of a transfer).

    To manage the V.A.R. contracts, select the VAR check box and enter the new contract end and start dates. The VAR reason code is entered automatically.

    Click OK to validate the modifications.

    In the event of a bulk transfer, a confirmation message specifies the number of contracts that will be created with a new number and the number of contracts that will be created with the same number.

    The Apply below action is available in the Site and New contract date fields of the lines to modify. Click this action to apply the data to the lines located below and having the To be modified check box selected.

    Close

     

    Fields

    The following fields are present on this tab :

    Block number 2

    • field BLUE

    In the event of a transfer from one site to another (not in the event of a bulk contract termination), the screen contains two fields that display a message in blue and a message in red.

    The first message, displayed in blue, reads as follows:

    BLUE – This type of transfer will result in a new contract with the same contract number.

    In other words, the lines in the table for employees that keep the same contract number are displayed in blue.

    The first message, displayed in red, reads as follows:

    RED – This type of transfer will result in a new contract number, please note no employee totals will be transferred
    to the new contract.

    In other words, the lines in the table for employees that will have a new contract created are displayed in red.

    • field RED

     

    Grid

    • To be modified (field UPD)

    The table containing the employees impacted by the processing contains different fields depending on whether it is a bulk transfer or a bulk termination.

    The Apply below action is available in the Site and New contract date fields of the lines to modify. Click this action to apply the data to the lines located below and having the To be modified check box selected.

     

    For a bulk transfer 

    For a bulk termination 

    To be modified (UPD field)

    Select this check box if you want to make changes on the line.

    Employee ID (REFNUM field)

    This field cannot be modified.

    Name (NAM field)

    This field cannot be modified.

    Employee's first name (SRN field)

    This field cannot be modified.

    Company (CPY field)

    This field cannot be modified.

    Site (ETRFCY field)

    This field displays the site for the current contract. Enter the new site to which the employee is transferred.

    This field displays the site for the current contract. This field cannot be modified.

    Contract (CTRNUM Field)

    This field contains the current contract number. This field cannot be modified.

    Current contract (CTRDAT field)

    This field contains the start date of the current contract. This field cannot be modified.

    New contract date
    (CTRDAT2 field)

    Enter the start date of the new contract.

    /

    Start reason
    (CTRGRD field)

    Enter the start reason for the new contract.

    /

    Contract nature (NATCON field)

    Enter the nature of the new contract.

    /

    End date (XITDAT field)

    The system automatically calculates and populates the contract end date (the end date is the day that precedes the new contract). 

    If the end of the contract takes place during the payroll month, you can change the contract end date. In this case, you must recalculate the payslip.

    End reason (XITGRD field)

    Please enter the end reason for the previous contract (the reason is a transfer).

    If the end of the contract takes place during the payroll month, you can change the contract end reason. In this case, you must recalculate the payslip. 

    Position (POT field)

    Enter a new position if necessary.

    /

    Standard job (UPD field)

    Enter a new standard job if necessary. 

    /

    Profile (PROPRF Field) 

    Enter a new profile if needed.

    /

    Department (ETRSRV field)

    Enter a new department if needed.

     /

    V.A.R (FLGVAR field)

    /

    Select this check box if you want to create a V.A.R. contract for the employee.

    Contract date (AVTCTRDAT field)

    /

    The system automatically calculates and populates
    the V.A.R contract date (the contract date is the first day following the end date of the previous contract).  

    Start reason (AVTCTRGRD field)

    /

    Enter the start reason for the V.A.R. contract.

    Start reason (AVTCTRGRD field)

    /

    Enter the end date of the V.A.R. contract.

    End reason (AVTXITGRD field)

    /

    Enter the end reason for the V.A.R. contract.

    Close

     

    Action icon

    Employees
    Contract
    Select

    Click the Actions icon located at the beginning of each line in the table, then click Select to select all the lines in the table to modify them 

    Clear

    Click the Actions icon located at the beginning of each line in the table, then click Clear to clear all the lines in the table.

     

    Close

     

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation