alongside Transfer Member on the sub-menu on the left. Additional options will be displayed.Note:
It is possible for the transfer in to be done before the transfer out.
From the Data Capture menu, click alongside Transfer Member on the sub-menu on the left. Additional options will be displayed.
Click Transfer Member out of Pay Centre below Transfer Member.
The Transfer Member Out of Pay Centre screen will be displayed.
Click LIST ALL. The screen will display a list of all current members who are on the pay centre for the scheme.
Select the required member by clicking on the member's details in the list.
The Membership Transfer screen will be displayed.
Click TRANSFER MEMBER. A dialogue box will ask you for confirmation.
Click OK to confirm that the member can be transferred out of the pay centre.
The Membership Transfer screen will be re-displayed.
A message will confirm that the member has been successfully transferred.
For information on transfer reports, refer to
Processes
Contributions
Payroll
Reports
Click Transfer Member Into Pay Centre below Transfer Member.
The Transfer Member Into Pay Centre screen will be displayed.
Resolve Transfer
In cases where a Scheme has multiple Pay Centres, a member may have been transferred several times between Pay Centres, in different Payroll Cycles. This could result in the member still being linked to more than one Pay Centre. There is therefore a need to be able to easily resolve these transfers and to link the member to one Pay Centre only.
To find the Pay Centres to which a particular member is currently linked, capture the reference number of the member in the Reference Number field and click RESOLVE TRANSFER.
The screen will display all of the Pay Centres in which the Reference Number is currently found for the selected Cycle Date, at the bottom of the screen.
Place a tick in the appropriate tick-box to indicate the Pay Centre in which the member should reside.
Note:
An asterisk in the left column indicates that the person has a membership in this Fund.
When the tick box is ticked, the following message will be displayed:
Are you sure you want to resolve member reference ‘n’ for Pay Centre ‘abc’?
Click OK to remove the message and confirm that the selected member must be linked to the Pay Centre that has been ticked.
Note:
The member will be removed from the un-ticked Pay Centres.
Click LIST ALL. The screen will display a list of all members who are on the pay centre for the scheme, and who are available to be transferred in. Select the required member by clicking on the member's details in the list.
The Membership Transfer screen will be displayed.
Accept the Transfer In Date default of the 1st of the month, or change it to any other day of the month, if required, then click TRANSFER MEMBER INTO.
The Select Company Node Participating Employer Structures - Level (3) screen will be displayed, listing all the branches.
Click on the hyperlinked name of the required branch into which the member is to be transferred.
The Membership Transfer screen will be re-displayed.
A message will confirm that the member has been successfully transferred.
For information on transfer reports, refer to
Processes
Contributions
Payroll
Reports
To check and update the member's salary and contributions, refer to
Processes
Contributions
Payroll
Data Capture
This facility enables members to be transferred out of a pay centre in bulk, rather than individually.
Click Bulk Member Transfer below Transfer Member.
The Bulk Member Transfer screen will be displayed.
Use the List Members found in another Paycentre drop-down list (
) to define whether this applies to all cycles or a specific cycle.
Use the radio buttons (
) and tick box (
) to set the criteria and display the required members.
The following selections can be made:
- List members found in this pay centre (for All Cycles unless otherwise specified).
- List members found already in another pay centre
- List of transfers-out that can be cancelled
- Select / Deselect all members below
- Unmatched Members
- Number of records found
- Number of records selected for update
When the selections are made, the list of members will be displayed at the bottom of the screen, and the Total Found count field will display the total number of members found.
Example:
All members displayed must still be selected ().
The tick-box will be blank for each of the members listed.
To select or deselect individual members, click on the tick-box alongside the appropriate members.
Note:
The Number of records selected for Update count field will be updated as selections and deselections of members are made.
Employee Search
When the list of members is displayed at the bottom of the screen, a search for a single employee can be made by using the Employee Search facility.
To search for an employee, provide one or more of the following details:
- Surname
- Co Reference Number
- Reference Number
Click SEARCH. If the employee is found, the detail line will be displayed at the bottom of the screen.
Click RESET to clear the previous search detail and capture new details.
Transfer members
To transfer all members click TRANSFER ALL MEMBERS.
To transfer only those members that have been selected, click TRANSFER SELECTED MEMBERS.
For either of these selections, a warning message will be displayed
Click CANCEL to cancel the transfer, or click OK to confirm the transfer.