How to do a Company Transfer?
Personnel>>Personnel>>Transactions>>Company Transfer
OR
Payroll>>Process Payroll>>Employee Transactions>>Company Transfer
Before performing a Company Transfer, please ensure that:
- The employee is Separated in the company from which they will be transferred. For instructions on separating employees, please see the following article. How do I terminate (separate) an employee?
- A vacant position with the correct details is available for the employee to be transferred into in the receiving company. For instructions on how to create a position, please see the following article How do I create a new position?.
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All dates of (Separation, Transfer, Position Effective Date, etc.) are logical as a Company Transfer will not be successful if the effective date of the position in the receiving company has not yet arrived or is before the effective date of the Company Transfer.
N.B. Company Transfers can also be mass Imported via System Configurations>>Company Imports>>Company Transfers.
Step 1: Select the Employee to Transfer
Please note that only separated employees are eligible for Company Transfer. As such, this list contains only employees for which there are posted Separations records.
Step 2: Enter Effective Date and Update Employee Hire Data
Step 3: Copy Employee Data
Step 4: Verify Transfer via Employee Profile
Personnel>>Personnel>>Employees>>[Select Employee]>>Company and Status Info
You may now proceed to the Employee Profile to verify that all the changes have been made via the below navigation. Then proceed to enter a salary change for the employee in the receiving company.
Next Steps: Please see the following article for instructions on how to enter a salary change for an employee.
How do I enter a Salary Change or a New Salary for an employee?
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