Branch Record
Through this window the worker can be transferred to other branch, within the same company or to other company, changing or not the ID number code.
When the worker is transferred to other branch with a different ID number, or is transferred to other company, all its information , as records, entries, financial statement, evaluation and hour bank (if there is), will be also transferred, to the new company and/or new ID number. In the old branch/company will remain information until the transfer month. It will be possible to report new records of job, schedule, binding, salary, union and ID card, through the Further Records folder.
The system does not process two or more transfers simultaneously, if there are two processing together, the system will handle one at a time.
The destination company must use the same table of items of the origin company. The org. chart and jobs structures used by the destination company can be different from the origin company, however, in these cases:
- The Org. Unit and New Job fields will be empty and must be obligatorily filled out;
- The Org. Unit field will be formatted according to the new company structure.
- Only the new org. chart and job records will be generated on the transfer date;
- The old records will not be transferred.
This procedure can also be done Collectively, through the option Workers > Records > Collective, Branch folder, however, with some limitations, as: besides the table of items, the org. chart table and the jobs structure used by the destination company must be equal to the ones used by the origin company. Being necessary, it will not be possible to exclude the transfer record collectively; in this case, the exclusion must be performed individually.
This information is saved to be used in the CAGED, DIRF and RAIS.
Click here for more information on the Branch Transfer routine.
Information
New Company Type the code of the company to which the worker will be transferred.
Actuation type
Job type of the new job. This information is automatically updated in the job history, based on the date of the branch transfer.
Workstation
If there is a change, please inform the workstation. A new job history is created automatically with the date of the branch transfer.
Reason for changing the Post
If there is a change, please inform the new reason for changing the position. This information is automatically updated in the job history, based on the date of the branch transfer.
I work Report the desired position. When there is no vacancy for the position selected, the Evolution of Balance per Position window is displayed.
New Branch Report the worker destination branch or click the List button to select a registered branch.
Report the mask of the new org. unit, in the new branch or clock the List button to select an org. unit.
When in a transfer of branch there is change of Org. Unit, and for the same date there is an Org. Unit record, the system considers the Org. Unit defined in the transfer of branch. This information is saved in log.
New C. Cost Type the code of the worker’s cost center in the new branch. It can be zero.
New Nature Expenses: (Not used in Modules: QL, RS, TR) Type the code of the nature of expense of worker in the new branch. It can be zero.
New Registration
Report the worker ID number in the new branch.
This information will be used in the RAIS and also in the General Cadastre for Employed and Unemployed (Caged).
- In the RAIS manual 2010 basis year, it has been added the Type of Admission 8 - Requirement. As we already have a type of admission with code 8 (Reversion / Re adaptation (Public Servant)), this new type has been included with code 10. However, a consistence has been implemented for RAIS generation, and if the code in the Personnel Management is 10 will provide it as 8.
- In the RAIS manual 2006 basis year, it has been added the Types of Admission 6 - Re-conduction (Public Servant) and 7 - Reversion/Re-adaptation (Public Servant). As we already had a type of admission with code 6 (Reintegration), these new types have been included with codes 7 and 8 respectively. For RAIS generation, a consistence has been implemented which, if the code in the Personnel Management is 7 will provide it as 6, and if 8 will provide it as 7.
Registration tab
Report the number of the worker’s register form.
Note
The fields below are only available if the Proprietária, the job routine is enabled:
- Actuation type;
- Workstation;
- Reason for changing the Post.
When informing a new workstation, the system suggests the other fields according to the characteristics configured at the station.
Other Records
Demonstrates the worker's current job. If there is change of job, report the new job. A new job record will be automatically created, with the date of the transfer of branch.
Report the job in which the worker should be working, that is, where the vacancy should be considered.
Demonstrates the reason of the worker current job. If there is change of reason, report the new reason. A new job record will be automatically created, with the new reason, on the date of the transfer of branch.
Report the worker’s base schedule to be practiced in the destination company. This field will be available when in the information of this destination company is indicated as N in the Time Scales field.
Report the Saturday basis schedule to be practiced by the worker in the destination company. This field will be available when in the information of this destination company is indicated as N in the Time Scales field.
Report the total of weekly hours of the worker in the destination company. This field will be available when in the information of this destination company is indicated as N in the Time Scales field.
Report the value to the weekly rest hours of the worker in the destination company. This field will be available when in the information of this destination company is indicated as N in the Time Scales field.
Demonstrates the worker's current time scale. If there is change of schedule, report the new schedule. A new record of schedule will be automatically created, with the transfer date of branch. This field will be available when in the information of the destination company it is indicated as Y in the Time Scales field.
Demonstrates the group of the worker's current time scale. If there is change of group, report the new group. A new schedule record will be automatically created, with the new group, on the date of the transfer of branch. This field will be available when in the information of the destination company it is indicated as Y in the Time Scales field.
Report the code of the worker new binding.
In case the value zero (0) is reported in this field, the system will search for the worker binding on the transfer date.
It is not used in the Module: Time and Cafeteria Control
Demonstrates the reason for changing the worker’s current salary record. If there is change of reason, report the new reason. A new salary record will be automatically created, with the new reason, on the date of the transfer of branch.
Demonstrates the current type of salary of the worker. If there is change of the type of salary, report the new type. A new salary record will be automatically created, with the new type, on the date of the transfer of branch.
Demonstrates the worker's current salary structure. If there is change of structure, report the code of the new salary structure. A new salary record will be automatically created, with the new structure, on the date of the transfer of branch.
Demonstrates the worker's current salary class. If there is change of class, report the code of the new salary class. A new salary record will be automatically created, with the new class, on the date of the transfer of branch.
Demonstrates the worker's current salary level. If there is change of level, report the code of the new salary level. A new salary record will be automatically created, with the new level, on the date of the transfer of branch.
Demonstrates the worker's current salary. If there is change of salary, report the new salary. A new salary record will be automatically created, with the new salary, on the date of the transfer of branch.
Complement Value to the Salary
Demonstrates the worker's current salary complement. If there is change in the complement value, report the new value. A new salary record will be automatically created, with the new value, on the date of the transfer of branch.
Percentage of Adjustment Granted
Demonstrates the adjustment percentage of the current salary record, in relation to the previous record.
If changing any information of the salary record, this percentage will be automatically recalculated.
Demonstrates the worker's current union. If there is change of union, report the new union. This information will be updated in the employee register.
Demonstrates if the worker is currently a member of its union. If there is change in this indication, even if there is not change of union, the system will create a new union record.
Badge Report the new Id card of the transferred worker, or confirm if it continues with the same numbering.
Treat hours bank
Determine the treatment for the employee's time bank. The options vary according to the bank balance:
Positive bank balance:
- "1 - Transfer Only": bank hours are only transferred to the new register;
- "3 - Pay": the hours are sent to the destination register and paid on the next sheet;
Example:- Transfer of employee: 01/02
- Period of verification of the company of origin: 21 to 20
- Register:
- Origin: 5 in company 001
- Destination: 5000 in company 1000
Register of origin - postings before the transfer, opening balance: 20:00:
Date Situation Origin Amount of hours Balance 12/21 310 - Debit Bank of Hours A - Determination -02: 00 6 PM 03/01 309 - Bank of Hours Credit A - Determination 01:00 19:00 1/5 310 - Debit Bank of Hours A - Determination -01:00 6 PM 1/15 309 - Bank of Hours Credit A - Determination 01:00 19:00 Register of origin - postings after the transfer:
Date Situation Origin Amount of hours Balance 12/21 310 - Debit Bank of Hours A - Determination -02: 00 6 PM 03/01 309 - Bank of Hours Credit A - Determination 01:00 19:00 1/5 310 - Debit Bank of Hours A - Determination -01:00 6 PM 1/15 309 - Bank of Hours Credit A - Determination 01:00 19:00 20/01 310 - Debit Bank of Hours F - Transfer of affiliate -19: 00 00:00 Destination registration - postings after the transfer:
Date Situation Origin Amount of hours Balance 12/21 310 - Debit Bank of Hours F - Transfer of affiliate -02: 00 6 PM 03/01 309 - Bank of Hours Credit F - Transfer of affiliate 01:00 19:00 1/5 310 - Debit Bank of Hours F - Transfer of affiliate -01:00 6 PM 1/15 309 - Bank of Hours Credit F - Transfer of affiliate 01:00 19:00 1/1 309 - Bank of Hours Credit B - Anticipate Abono -19: 00 00:00 - "5 - Migrate": Migrate the balance from the current time bank to the new time bank in the destination register. Example:
- Transfer of employee: 01/02
- Bank of hours:
- Origin: 001
- Destination: 100
- Period of verification of the company of origin: 21 to 20
- Register:
- Origin: 5 in company 001
- Destination: 5000 in company 1000
Register of origin - postings before the transfer, opening balance: 20:00:
Date Situation Origin Amount of hours Balance 12/21 310 - Debit Bank of Hours A - Determination -02: 00 6 PM 03/01 309 - Bank of Hours Credit A - Determination 01:00 19:00 1/5 310 - Debit Bank of Hours A - Determination -01:00 6 PM 1/15 309 - Bank of Hours Credit A - Determination 01:00 19:00 Source record - postings after transfer in the bank hours 001:
Date Situation Origin Amount of hours Balance 12/21 310 - Debit Bank of Hours A - Determination -02: 00 6 PM 03/01 309 - Bank of Hours Credit A - Determination 01:00 19:00 1/5 310 - Debit Bank of Hours A - Determination -01:00 6 PM 1/15 309 - Bank of Hours Credit A - Determination 01:00 19:00 20/01 310 - Debit Bank of Hours F - Transfer of affiliate -19: 00 00:00 Destination register - postings after the transfer in the bank 001:
Date Situation Origin Amount of hours Balance 12/21 310 - Debit Bank of Hours F - Transfer of affiliate -02: 00 6 PM 03/01 309 - Bank of Hours Credit F - Transfer of affiliate 01:00 19:00 1/5 310 - Debit Bank of Hours F - Transfer of affiliate -01:00 6 PM 1/15 309 - Bank of Hours Credit F - Transfer of affiliate 01:00 19:00 1/1 309 - Bank of Hours Credit F - Transfer of affiliate -19: 00 00:00 Destination register - postings after the transfer in the bank 100:
Date Situation Origin Amount of hours Balance 1/1 309 - Bank of Hours Credit M - Migration 19:00 19:00
Negative bank balance:
- "1 - Transfer Only ': bank hours are only transferred to the new register;
- "2 - Forgive": the bank hours are zeroed in the source register;
- "4 - Discount": the hours are sent to the destination register and paid on the next sheet; Example:
- Transfer of employee: 01/02
- Period of verification of the company of origin: 21 to 20
- Register:
- Origin: 5 in company 001
- Destination: 5000 in company 1000
Register of origin - postings before transfer, opening balance: -06: 00:
Date Situation Origin Amount of hours Balance 12/21 310 - Debit Bank of Hours A - Determination -02: 00 -8 o'clock 03/01 309 - Bank of Hours Credit A - Determination 01:00 -07: 00 1/5 310 - Debit Bank of Hours A - Determination -01:00 -8 o'clock 1/15 309 - Bank of Hours Credit A - Determination 01:00 -07: 00 Register of origin - postings after the transfer:
Date Situation Origin Amount of hours Balance 12/21 310 - Debit Bank of Hours A - Determination -02: 00 -8 o'clock 03/01 309 - Bank of Hours Credit A - Determination 01:00 -07: 00 1/5 310 - Debit Bank of Hours A - Determination -01:00 -8 o'clock 1/15 309 - Bank of Hours Credit A - Determination 01:00 -07: 00 20/01 309 - Bank of Hours Credit F - Transfer of affiliate 07:00 00:00 Register Destination - Postings after the transfer:
Date Situation Origin Amount of hours Balance 12/21 310 - Debit Bank of Hours F - Transfer of affiliate -02: 00 -8 o'clock 03/01 309 - Bank of Hours Credit F - Transfer of affiliate 01:00 -07: 00 1/5 310 - Debit Bank of Hours F - Transfer of affiliate -01:00 -8 o'clock 1/15 309 - Bank of Hours Credit F - Transfer of affiliate 01:00 -07: 00 1/1 309 - Bank of Hours Credit N - Cancel Debit 07:00 00:00 - "5 - Migrate": Migrate the balance from the current time bank to the new time bank in the destination register.
Note
The treatment for the hours bank in a transfer is only available to employees belonging to the Point Management.
Destination Bank of Hours
Choose the time bank that will receive the hours migrated from the source bank. This field is enabled only when the field Treat hours bank option "5 - Migrate". Only the time banks belonging to Point Management are displayed.
Note
The fields Treat hours bank and Destination Bank of Hours are enabled only when this module is integrated with the Point Management and the employee has an open bank account at the transfer date. In addition, it is necessary that the field Dealing with time bank on branch transfer, of the screen Miscellaneous Ticketing - Point tab, select "S - Yes".
When the option "1 - Transfer Only" or "5 - Migrate" is selected, the collaborator 's time bank account will be kept open in the new register after the transfer. When you select one of the other options, the account will be closed.
If the employee does not have a bank account of open hours on the date of transfer, this will normally occur without considering the time bank.
For transferring the time bank information, the starting date of the calculation period is used. This code conforms to the transfer date.
Example:
| Calculation | Period | Sheet period | Calculation period |
|---|---|---|---|
| 01 | 02/9999 | 2/1 to 2/28 | 1/16 to 2/15 |
| 02 | 03/9999 | 01/03 to 31/03 | 2/16 to 3/15 |
| 03 | 04/9999 | 4/1 to 4/30 | 3/16 to 4/15/04 |
| 04 | 05/9999 | 05/05 to 05/05 | 4/16 to 5/15/05 |
In a branch transfer carried out on 01/03, the date used as the basis for transferring the information from the time bank will be 2/16.
Important
When you have the Personnel Administration module installed, the search is done by the start date of the sheet / competency, not the start date of the calculation.
The calculation code is always identified using the source company, even if the destination company has calculation codes with different periods.
You can not perform a migration of employee time bank for company and / or branch transfers at different times. This occurs because the processes are based on the initial date of the calculation code found with the transfer date. That is, the time bank is zeroed in at the origin company at date -1 and the information is transferred considering the date for the new company.
Therefore, in order to avoid inconsistencies between the calculation of the old company and the new one, such as transfers in the middle of the calculation of the new company, within a period that is still being determined, we suggest not to migrate the time bank in different periods.
Permanent Employment Button
Through this button, it is possible to turn permanent internal or external candidates, individually or collectively. The button is enabled when there are pending permanent employments of candidates who have taken part in the triage/recruitment process in the Recruitment and Selection module.
Note
In the Recruitment and Selection module this button is only available if it is not integrated with the Personnel Administration module.
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