An employee transfers from one organizational unit to another during a month.
Balance periods are defined at the unit level and differ between the two units.

System Behavior

• The employee’s balance period changes on the transfer date
• For the original unit, the effective balance period is limited to the employee’s membership validity
• Any positive balance at the end of this period is forcibly settled
• A new balance period starts for the employee in the target unit

Business Value

• Prevents mixing balances across units
• Ensures correct settlement during unit changes
• Supports accurate payroll processing