Employee - Transfer

Employees can be transferred between payrolls in the system as long as the payrolls the pay basis is the same i.e. hourly, daily, weekly or monthly.

In preparation for the transfer ensure that:

- The payrolls are in the same payroll period

- The payrolls should not have been paid to staff.  

- Backups have been done.  

- Check that the Employee Code/s for those being transferred are not being used in the receiving payroll.

MULTI CURRENCY PAYROLLS

Employee history data cannot be transferred between single currency payrolls and multi currency payrolls.

To transfer the employee/s:

- Open the payroll where the employees being transferred are currently located

- Go to the 'Data', then 'Transfer Employee' menu options

- Select the employee being transferred using the Ellipsis [ . . . ] button against 'Code'

- Check that you have selected the correct employee using the employee details displayed

- Using the dropdown menu under 'Transfer to Payroll' select the payroll to which the employee will be transferred 

- Fill in all the details that will apply to the employee in the new payroll.

- Employee Code, Department, Cost Centre, Paypoint, Grade and NEC Grade

- Click 'Ok'

- Your employee will now be transferred to the new payroll.

Note:

When the employee is transferred the history data is transferred WITH the employee.  Care should, therefore, be taken in printing historic reports which will include or exclude transferred employee information.

For further information on how to  transfer a group of employees from one payroll to another, see: Employee Transfers