Employee Transfers

Related Topics

Employees

Company Assignment Change

Employee Company Transfer Wizard

Other Assignment Change

Employee Maintenance Wizard

Organization tab

Position Detail

Salary Detail

A company-level change requires a different method than a transfer between companies.

Transfer Between Companies: Terminate and New Hire

Where available, use the Employee Company Transfer Wizard. The Employee Company Transfer Wizard walks users through transferring an employee to a different Company Code in a multi-company system.

OR

  1. Terminate the individual through the Termination Wizard.
  2. Go to the Master record for the individual, and change the Employee Master Record Number to 2.
  3. Use the New Hire Wizard (not the re-hire wizard) to hire the individual into the other Company with a different Employee Number.
  4. End all of tax details that are associated with the transferred employee and the previous Company code, and then add employee tax details with tax codes associated with the new Company.

OR

Transfer Below the Company-Level: Reassign

Where available, use the Employee Maintenance Wizard.

OR

  1. If an employee is transferred, edit the Organization tab of the employee's master record.
  2. Reassign the employee on the Employee Position Detail to track position history. End the previous position with an end date, and add a new Position Detail. (These changes also can be applied by editing the Organization tab within the Employee Master)
  3. If the employee's pay has changed, add a new Salary Detail for the employee and modify any new pay details. When salary updates are applied, the new Salary Detail will update the Employee Master record.