Employees may be transferred from one payroll to another. To transfer an employee:
•Go to the 'Data' and 'Transfer Employee' menu options.
We advise that an interim backup is taken before doing any of the following process. This precaution will enable the system to be put back into the position it was in before undertaking the procedure. This would be done by restoring the backup.
Note: the payrolls need to be in the same payroll period before proceeding. They also need to be using the same payroll currency.
The following form displays:
•Use the elipsis button to select the employee that will be transferred to an new payroll.
•Use the dropdown menu to select the destination payroll 'Transfer to Payroll'.
•Allocate a unique employee 'New Code'.
•Select the 'Department', 'Cost Centre', 'Paypoint', 'Grade' and 'NEC Grade' that will apply in the new payroll.
•Use the checkbox against 'Keep a copy of Employee records in the source Payroll' to keep a copy of the Employee record in the current payroll. Keeping data in the current payroll enables reports from prior periods to be re-run and produce the same results.
When going ahead with the transfer a warning message displays asking whether you would like to continue, or not.
Select the periods data that is to be transferred:
Press 'OK' to continue
When the transfer is being effected any inconsistencies between the payrolls are highlighted, giving the User the opportunity of making changes manually or to have missing codes auto-generated:
