Transfer Employee Codes

October 23, 2017 in 9.5 posts,Time Cards

Content of this Post

Step 1 - Transfer Details

Purpose

Release SymbolThis procedure is used to transfer Employees from one code to another.

All references to the ‘From employee’ in the database are adjusted to the ‘To employee’ code.

You might use this function if you need to match employee codes to a new payroll system, or to update an employee code to reflect a change their name.

Data Input

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Step 1 – Transfer Details

You may transfer several employee codes at once by entering the details of the employees to transfer in the form of a list.

From Employee

Enter an existing Employee code that you want to transfer.

To Employee

Enter an non-existing Employee code to transfer to. The ‘to employee’ code must not exist as this function does not combine the transactions of existing employees, and so can only be used to move to a new code.
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Processing

On submitting the entered list in this function, the process of transferring the Employee(s) begins. Once the transfer process is complete, you will receive a notification via email of that event. The length of time it takes to transfer employees will vary depending on the size of your database and the number of transactions involved.
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