M
Maya Chen
Senior Software Engineer · R&D
Acme UK LtdLondonGBP · Full-time
Active
Start date
14 Mar 2021
Tenure
4 yrs 3 mo
Overview
Compensation
Documents
Time off
Transitions
Lifecycle
Entity Transfers
Track and manage all entity and country transfers for this employee.
No transfers yet
When a transfer is initiated, it will appear here with full task tracking across both outgoing and incoming flows, plus an audit trail.
Employment History
Senior Software Engineer · Acme UK Ltd
Apr 2023 – Present · London, UK
Software Engineer · Acme UK Ltd
Mar 2021 – Apr 2023 · London, UK
Initiate Entity Transfer
The system will generate an outgoing flow (source entity) and incoming flow (destination entity) based on your configured workflow template.
Transfer details
New compensation
Workflow applied: Entity Transfer (Default) — 3 outgoing steps (Acme UK Ltd) + 4 incoming steps (Acme GmbH).
Customise template →
Review Transfer
Confirm what changes and what stays before launching the outgoing and incoming flows.
Employee
Maya Chen
From
Acme UK Ltd · London
To
Acme GmbH · Berlin
Effective
01 Mar 2025
What changes vs. what stays
Will change
- Legal entity: Acme UK Ltd → Acme GmbH
- Payroll provider & schedule
- Employment contract (DE)
- Currency: GBP £85k → EUR €97k
- Tax jurisdiction: UK → Germany
- Benefits plan & pension
Will persist
- Employee ID: EMP-4412
- Continuous tenure (4 yrs 3 mo)
- Full employment history
- All documents & files
- Performance & review history
- Org chart position & reports
1 item needs attention: Work permit / visa for Germany not yet confirmed. A task will be assigned to Legal in the incoming flow before effective date.
Transfer lifecycle
Draft
›Approved
›In Progress
›Effective
›Completed
Transfer TR-2041
Acme UK Ltd
London · GBP
→
Acme GmbH
Berlin · EUR
Draft›
Approved›
In Progress›
Effective›Completed
2 of 7 steps complete
Outgoing flow
Acme UK Ltd — closing steps at source entity
2 / 3
✓
HR: Approve transfer request
Done
✓
Finance: Confirm final UK payroll run date
Done
3
Payroll UK: Close employment record at source entity
Due soon→
Incoming flow
Acme GmbH — onboarding steps at destination entity
0 / 4
4
HR Germany: Prepare employment contract
Locked
5
Payroll Germany: Register Maya in German payroll
Locked
6
Benefits: Enrol in German health & pension plan
Locked
7
IT: Set up German entity email & system access
Locked
Outgoing · Step 3 of 3
Due 28 Jan
Payroll UK: Close employment record at Acme UK Ltd
Formally close Maya's payroll and employment record at the source entity before the incoming flow can begin at Acme GmbH.
Assigned to
payroll@acme.com
Due date
28 Jan 2025
Transfer effective
01 Mar 2025
Completion checklist
Click each item to confirm completion. All items are required before this step can be marked done.
Final payroll run confirmed for 28 Feb 2025 (last UK payslip)
Employment record flagged for closure in UK payroll system (effective 28 Feb)
P45 / leaver documentation prepared for Maya Chen
HMRC / National Insurance notified of employee departure
Notes (audit trail)
Transfer TR-2041
Acme UK Ltd
London · GBP
→
Acme GmbH
Berlin · EUR
Draft›
Approved›
In Progress›
Effective›Completed
3 of 7 steps complete
Outgoing flow
Acme UK Ltd — all closing steps complete
3 / 3 ✓
✓
HR: Approve transfer request
Done
✓
Finance: Confirm final UK payroll run date
Done
✓
Payroll UK: Close employment record at source entity
🔒
Audit log: Final payroll run confirmed 28 Feb 2025 · P45 issued · HMRC notified · Employment record flagged for closure
Done
Incoming flow
Acme GmbH — onboarding steps now unlocked
0 / 4
4
HR Germany: Prepare employment contract
Next up→
5
Payroll Germany: Register Maya in German payroll
Pending
6
Benefits: Enrol in German health & pension plan
Pending
7
IT: Set up German entity email & system access
Pending
Active Transfers
Track all ongoing entity transfers across your organisation.
Active
2
At risk
1
This quarter
5
Employee
Transfer route
Progress
Status
Maya Chen
Senior Software Engineer
Acme UK Ltd → Acme GmbH
Effective 01 Mar 2025 · TR-2041
Out 3/3
In 0/4
In Progress
33 days left
James Kim
Head of Sales
Acme Inc (US) → Acme Canada Ltd
Effective 15 Feb 2025 · TR-2038
Out 2/3
In locked
At Risk
Out step 3 overdue 3 days
Sarah Lee
Finance Manager
Acme SG Pte Ltd → Acme Ireland DAC
Completed 01 Feb 2025 · TR-2035
Out 3/3
In 4/4
Completed
01 Feb 2025
⚙️
Workflow template: Entity Transfer (Default)
3 outgoing steps · 4 incoming steps · Applied to all new entity transfers.
Workflow Builder
Configure the default outgoing and incoming steps for entity transfers at your organisation.
Template
Outgoing flow runs first at the source entity. Incoming flow unlocks automatically once all outgoing steps are complete. Steps within each flow run in sequence — you define the order here.
Outgoing Flow
3 steps
Incoming Flow
4 steps
Source entity steps — these run at Acme UK Ltd (or whichever entity the employee is transferring from). Assign to roles or specific people in your org.
Step nameAssignee / RoleDue (relative to effective date)
Destination entity steps — these unlock once the outgoing flow is fully complete. Assign to roles or contacts at Acme GmbH (or the receiving entity).
Step nameAssignee / RoleDue (relative to effective date)