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Move an employee to a New Payroll Company

Transfer an employee to a new entity or change an employee's payroll company.

Updated over 3 months ago

You can transfer an employee to another payroll company if that company is within the same database.

  1. Go to Payroll, Maintenance, Employees, Employees.

  2. Find the employee that you want to transfer.

  3. Right-click and select Duplicate.

  4. Enter a unique Employee Code.

  5. Click OK.

  6. Edit the new record.

  7. Select Pay Details and select the new Payroll Company from the drop-down list.

  8. Click OK.

  9. If you need to terminate the original employee record:

    1. Edit the original employee record.

    2. Select Termination Details.

    3. Enter the termination information.

    4. Click OK.

Note: Once the new employee is created, we suggest you review each of the employee's screens to see if any further changes are needed.

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