If payroll is activated for an employee, then this option can be used only to transfer him to another company from 1st of a month and provided both the companies are mapped to the same country and after finishing the payroll of the first company.

Refer below for details on how to process a Simple Intercompany Transfer.

2. Advanced Intercompany Transfer - in this process you will have to process a separation with last working day and if payroll is activated then full and final will have to be done. As a part of this process -
- HR profile data is migrated to the new company but no transactional data across all modules is migrated
- Employee code can be retained as same or can be changed as per company policy (this is managed through Setup)
- An Intercompany transfer letter is issued
- A new date of joining is given to the employee in the new company and he cannot be taken on probation in the new company. The date of joining in the first company is automatically updated as Group Date of Joining and is visible on official details tab

Refer article on Intercompany Transfer through Separation for more details.

The difference between the two processes is explained with an example below -

Date of joining - 1-January-2021
Company joined - Acme Corporation (mapped country = India)
Date of ICT - 30-Jun-2022
New Company - Widget Enterprises (mapped country = India)
Simple ICT -
1. You will have to process and confirm May-2022 payroll for the employee before you can process the ICT
2. Leaves will be carried forward to Widget Enterprises, if any leave has been created specifically for ABC Enterprises then the employee will exit that leave and can consume the closing balance till end of year
3. In reports the CEO of Widget Enterprises can see all data of this employee from 1-Jan-2021 and the CEO of ABC Enterprises will not be able to see his data under active or resigned list
4. Any policies which have been mapped specifically to ABC Enterprises will be removed and the new policy which will be mapped will be either specific to Widget Enterprises (if created) or default policy

Date of joining - 1-January-2021
Company joined - Acme Corporation (mapped country = India)
Date of ICT - 15-Jun-2022
New Company - Widget Enterprises (mapped country = Kenya)

Advanced ICT -
1. You can process advanced ICT as a separation process from any date including middle of month. This process should be used when payroll is activated for the the two companies and the companies are mapped to different countries
2. All transactional data created while in Acme Corporation will be retained with the employee record and will be visible in reports when you search for the employee under Resigned employee flag. CEO of Widget Enterprises will not be able to see data associated with Acme Corporation
3. HR master data will be migrated to Widget Enterprises and Date of Joining will be shown as 15-Jun-2022. Group Date of Joining will be shown as 1-Jan-2021

Processing Simple Intercompany Transfer

To process the Intercompany transfer of an employee follow the the steps given below -
1. Navigate to employee's profile page either from HR Mgr page or by directly typing the employee's name in the search bar on the My Profile page
2. Click on the Edit button the Official Details section as shown in the image below

3. On the popup click on the hyperlink on the "Company" label.

4. On the next popup fill the date of transfer to the new company.

5. When the Intercompany transfer is submitted an alert will immediately be sent to the employee and to various stakeholders.

Conditions which are applied when simple Intercompany transfer is processed.
1. For Regular and Retainers -
a) If payroll is activated in the first company then the second company should also have payroll activated for the same country. If salary structure in the first company is based on CTC then second company should also have CTC based salary structure
b) If payroll is activated then system will allow the transfer only from the beginning of the month immediately after the last payroll month
c) If payroll is not activated in the first company or if the employee is not included in payroll then there is no constraint
d) The tax saving details inputted in the first company will also be updated as visible in the second company

Once an Intercompany transfer has been done the employee type change can be done only from a date after the Intercompany transfer date.