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Employee Company Transfer Wizard

Overview

Employee Company Transfer Wizard, Step 1

Open the Employee Company Transfer wizard from the menu. Not all roles have access to this tool. From Enterprise Client's Employee Menu, select Process Wizards, and click on Employee Company Transfer.

1. On Panel 1, search for and select an employee. Select the checkbox to verify the selected employee, and click Next. Other fields on the first panel are view-only.

On subsequent panels, update employee information and settings as needed for the new record.

2. On Panel 2, update mailing, contact, and status information as needed.
3. On Panel 3, select the company assignment, and update organizational reporting information as needed. The location, department and other tier selections filter based on the selected company. All labor distribution codes are available.
4. On Panel 4, complete assignment information, and modify the adjusted hire, re-hire, and W-4 signed dates as needed.
5. On Panel 5, choose a pay group for the new company assignment, and complete new compensation and tax information as needed.
6. On Panel 6, choose processing settings for the transfer.

1. Options include copying HR records, Payroll records, and Benefit information.

Note: If you select "Copy Benefits," selecting "Copy HR Records" is also recommended. Otherwise, employee beneficiary records may be copied without the supporting contact detail records.

2. Opt to terminate the employee from the previous company, or keep the employee employed by both companies.

If you opt to terminate the employee, then complete termination information.

If you opt for the employee record to remain active, omit termination information. The previous pay group may still be adjusted as needed.

7. Click Finish to continue. Respond to the prompt to complete the process.
8. Review the new records from the results screen.
9. Click Finish to close the wizard.

The results of the Company Transfer wizard are described in the Overview topic for Employee Company Transfer.

Step 2

Employee Company Transfer Wizard, Step 2

Step 3

Employee Company Transfer Wizard, Step 3

Step 4

Employee Company Transfer Wizard, Step 4

Step 5

Employee Company Transfer Wizard, Step 5

Finalization Prompt

Employee Company Transfer Wizard, Step 6