Transfer Employee Payroll Data

Explanation

This activity is used to transfer payroll data of selected employees between different companies. The payroll data transfer is particularly useful if an employee is moved from one company to another and consequently all of the employee's payroll information also needs to be moved to the new company.

Prerequisites

In order to perform this activity, all employee payroll data is required to be complete and an identical payroll setup is required in the destination company.

System Effects

Window

Employee Transfer
Employee Transfer Assistant

Related Window Descriptions

Employee Transfer
Employee Transfer Assistant

Procedure

  1. Open the Employee Transfer Assistant window.
  2. In the Transfer Description field, enter a name for the payroll data transfer.
  3. Verify the date for the transfer in the Transfer Date field.
  4. In the Const Param Close Date field, verify the date for closure of constant parameters for the employee in the current company.
  5. Select the company to which the employee will be moved in the Destination Company field.
  6. Select employees who will be transferred. You can select an entire employee group by clicking Template and selecting the desired group from the Employee Template field. You can use the list of values. You can also enter employees manually by clicking Manual.
  7. Select Verify for possible errors before transfer if you want the assistant to check for possible errors before doing the transfer.
  8. Click Next.
  9. Review the list of employees who will be transferred.
  10. If you want to add more employees to the transfer list, you can do so manually. In order to do so, create a new record and specify the ID of an employee you want transferred in the Employee No field. You can use the list of values.
  11. Click Next.
  12. Verify the list of employees you transferred for any potential errors.
  13. Click Finish.