Transfer a Worker Between Related Companies (UK)
- The HR administrator has transferred the worker to the new company.
- For the UK Employer Reference:
- Use theView UK Employer Reference Detailsreport to check if the companies are linked. If they aren’t, use theEdit UK Employer Reference Detailstask to:
- Add the company in theRelated Companiesfield.
- Set theInclude Values from Related Companies Start Dateto the start of the current tax year, if there is no date set.
- Check that pay balances and pay accumulations, especially their filter worktags, work for transfers between companies.
- The companies you're transferring between are recorded as related companies.
- All related companies have the same company pensions auto-enrolment details.
Transfer a worker between related companies, under the same UK Employer Reference, without having to terminate and rehire them.
To do a mass transfer of workers, use these web services to update worker details in the new company:
- Tax Details
- Get Payroll Payee NIs
- Get Payroll Payee Postgraduate Loans
- Get Payroll Payee Student Loans
- Get Payee Tax Codes
- Put Payroll Payee NI
- Put Payroll Payee Postgraduate Loan
- Put Payroll Payee Student Loan
- Put Payee Tax Code
- RTI
- Get Payroll Payee RTIs
- Put Payroll Payee RTI
- Pension Auto-Enrolment
- Get Worker Pensions Auto Enrolment Details
- Get Pensions Auto Enrolment External Assessment History
- Put Worker Pensions Auto Enrolment Details
- Put Pensions Auto Enrolment External Assessment History
- Ensure that worker'sCompanyis the new one.Review the worker's record to check that theApply HMRC Notificationstask applied their latest tax details.
- (Optional) If the worker has any court orders, revise or edit them to refer to the new company.
Workday includes the worker when you next run payroll for their new company.