Lookups and Searches When an Employee is Associated with Multiple Companies (Multicompany)

When an employee is associated with more than one company, Vision creates an employee record that corresponds to each associated company. When searching for employee records, you can use the Employee Quick Find or Advanced Search to filter the employee results.

Quick Find

You can perform a Quick Find in the Employee Name or Number field in the Employee Info Center. Enter part of the name in the Search field and press ENTER. All matching results for the employee and associated companies display in the results list and you can select a record from the list.

It may also be helpful to view only those records where the employee status is active. To do this for all users of the database, select the Search on Active employees only when using employee quick lookup option on the Lookups tab in Configuration > General > System Settings.

Advanced Lookup

To further limit search results, you can use the Advanced Search option on the Employee lookup. This allows you to enter additional criteria that restricts the employee and/or company data that is retrieved by the search. This is useful when you want to:

• Search for an employee record in the Employee Info Center.
• Specify the employee and company records to include when generating a report.

Use the following criteria to filter the employee results on the Advanced Search:

• View employees in active company — There may be instances where it is useful to view only those employees that are associated with the active company. For example, you want the Timesheet Audit Detail report to display data for the Active Company and employees that are associated with it. To do this, you must create a selection set of only those employees where the Search Field is Company and the Operator is Active Company. When you run the report, the employees for the active company display in the search results. You can select employees from this list.
• View employee's home company — When searching for employee records or data for an employee report, you can choose to view the employee's information for their home company only. To do this, you must create a selection set where the Search Field is Company and the Operator is Home Company.
• View employee information for multiple companies — You may want to search for one or more companies that an employee is associated with. For example, if an employee's home company is in the United States but the employee also has an associated company in Canada, the employee would have separate currency, accrual schedules, and other information that Vision maintains for each company. Use a Standard or Advanced Search with criteria to find the employee, and then select the records for the companies that you want to view.

  For a report, it is important to not only select the multiple employee company records, but to also sort the report by Company. For example, you could generate an Employee Accrual report that displays each company's information for the employee. To do this, you first use selection criteria to Select the employee company records that you want to view. Then organize the information by company. To do this, you can use the Sorting/Grouping tab (accessed from the Options column) to specify Company as the top-level sort.