Worker Transfers
PurePro allows users to transfer workers between different accounts within the system. This feature streamlines the process of reallocating workers, ensuring accurate record-keeping and seamless transitions across accounts without losing any relevant data or affecting payroll processing.
Users can transfer workers across accounts with different pay frequencies:
Weekly
Weekly or Monthly
Monthly
Monthly or Weekly
Worker Transfer only applies to PAYE and Contractor Workers (IR35 and Non-IR35)
Transferring Workers
To transfer a worker from one account to another, follow these steps: -
Navigate to Workforce → Workers
Edit the required worker by clicking on the "View" button against worker under "Action"
Click "Actions" in the top right corner
Select "Transfer"
Select the destination "Account" in the "Transfer Worker" model
Select the destination "Business Unit" in the "Transfer Worker" model
Click "Transfer"
Worker Transfers also includes the transfer of the worker's personal details, contact information, payroll data, holiday records, and employment and payroll history from the source account to the destination account.
Pension history is not transferred from source to destination account.
Any active Attachment of Earnings Order Deductions will not be transferred to the destination account. However, user will be notified of any active deductions prior to transfer process completion.
The effective date of the transfer will be treated as the worker's start date in the destination account, post transfer
Transferred workers are marked as left in the source account (transferring account) and their reference is appended with "TR" to distinguish them as transferred workers.
Please note, P45 is not generated for the transferred worker in the source account.
A P45 leave date is added to the worker record as the day before the worker start date to facilitate the transfer process. This is a background process and does not affect the worker transfer functionality.
Reverting Worker Transfer
Worker Transfers can be reverted back to original account, if the worker has not been paid in the destination account post transfer.
To Revert a worker transfer, follow these steps: -
Navigate to the destination account
Navigate to Workforce → Workers
Edit the required worker by clicking on the "View" button against worker under "Action"
Click "Revert Transfer" in the top right corner
The worker will be reverted back to the source account (transferring account)> Worker's status and reference would be reset to prior to transfer values.
Worker Transfers can be reverted as long as worker has not been paid in the destination (transferred) account, regardless of payroll periods closed post transfer.
Worker Transfer Conditions
Worker transfers are subject to certain conditions that must be met in order to transfer workers between different accounts.
These conditions are: -
A worker cannot be transferred if they have already been paid (i.e., have a payslip or remittance) in the current period of the source account.
User or API token has access to both accounts.
Accounts must share the same HMRC PAYE Reference
Accounts must be in equivalent tax months/periods/tax year – transfers cannot be back or future dated.
Worker cannot have left or have a leaving date.
Worker cannot have been activated for payments after leaving
Worker cannot have outstanding statutory pay
Following account configurations must match: Where applicable
Pension scheme Reference ( Same Pension Scheme should exist in both accounts)
Holiday scheme reference ( Same Holiday Scheme should exist in both accounts)
Any assigned rate references in use for the above or YTD history (Any rates used to process a payment for worker must exist in destination account)
Pay Method Reference (Any pay method used to process a payment for worker must exist in destination account)
Shift pattern reference (Any shift pattern used to process a payment for worker must exist in destination account)
Workers paid early in tax year in a weekly account cannot be transferred to monthly accounts which is in Month (Period) 1.
These conditions ensure, workers transfer can be a seamless process completed with accuracy and reliability.
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