The pending transfers report is a listing of all members who are in limbo between pay centres. A pay centre that is running ahead of the other pay centres may have transferred a member out for another pay centre to transfer in.
This facility is only available for members who have transferred out of the selected pay centre. These members will remain as pending transfers for a limited period only.
For more information on transfers, refer to
Processes
Contributions
Payroll
Transferring Members between Pay Centres
From the Payroll menu, select Pending Transfers from the sub-menu on the left.
The Pending Transfers screen will be displayed.
For information regarding the cycle month, refer to Selecting cycle month under Overview.
Click SEARCH. The results will be displayed on the lower portion of the screen.
The following fields will be displayed:
- Pay Centre
- Surname
- Initials
- Date of Birth
- Client Structure
- ID Number
- Reference Number
- User ID (The User ID of the person transferring a record.)
Note:
As soon as a member has been transferred into another pay centre, the member will no longer appear on this report. The only time a member should remain pending for subsequent cycles is when the pay centres involved are processing data for different cycle months.
When SEARCH is selected and the Pooling Status of the Scheme selected is MAIN UMBRELLA, the system will extract the information as per the existing extract but for all of the Schemes with a Pooling Status of SUB UMBRELLA associated to the Scheme selected.