Using the navigation above, follow the screen steps below to perform a Company Transfer. Please note that while the application identifies 3 steps (screens) in the Company Transfer process, this article will break down each action taken on each screen as an individual step.

Step 1

Select the company from which the employee will be transferred.

Step 2

Select the employee to be transferred.

Step 3

Select the company to which the employee will be transferred

Step 4

Select the position into which the employee will be transferred in the receiving company by clicking on the magnifying glass in the "Position" field  then clicking "Select" on the corresponding record in Lookup.

Step 5

Select "Next" to continue the Company Transfer process.

Step 6

Enter the Effective Date of the Company Transfer.

Step 7

Indicate whether the employee will be Salaried or Non-Salaried in the receiving company by clicking the Yes or No on the Non-Salaried radio button.

Step 8

Verify/Update the information in the "First Hire Date", "Adj Hire Date", and "Badge Number" fields if necessary. This information auto-populates from the Employee Profile in the company from which they are being transferred.

Step 9

Click "Next" to continue the Company Transfer Process.

Step 10

Select the Employee Data you wish to copy to the receiving company.

Step 11

Click "Submit"

Once submitted, you will be prompted when the data is successfully copied into the receiving company.

You may now proceed to the Employee Profile to verify that all the changes have been made via the below navigation. The proceed to enter a salary change for the employee in the receiving company.

Please see the following article for instructions on how to enter a salary change for an employee.

How to enter a Salary Change for an employee