Employees and Multiple Companies

When you track multiple companies in Deltek, you can associate an employee with one or more companies.

Associating an employee with multiple companies is useful for instances where an employee needs to be reassigned from one company to another, either for a temporary work assignment or for a permanent employment change.

Assign each employee to one home company in the Employees hub. This is typically the employee's current company of employment. Then, associate the employee with additional companies, as needed, creating one employee record for each company.

When an employee is associated with multiple companies, additional settings, features, and processes become available in Deltek. For each employee record, you can enter organization, pay rate, account, and timesheet information that is specific to the employee's work in the associated company. Deltek can then process transactions and reports for each company using this information for the employee.

Assume, for example, that an employee's home company is in the United States, but the enterprise has two associated companies in Canada, where the employee sometimes works. In Deltek, the employee has separate records for the Canadian companies, with a different currency, accrual schedules, and other information.

Assign a Home Company to a New Employee

When you create a new employee record in the Employees hub, the Home Company automatically defaults to the currently active company. This company name populates the Home Company field on the General tab of the Employees hub and is considered the employee's current company of employment.

Active, Inactive, and Terminated Status

An employee may have a different status assignment on each company record. The home company typically has a status of Active and is the company in which the employee's personal information is maintained.

  • For the newly associated company, the status defaults to Active.
  • If you change the Home Company to the newly associated company, it may be necessary to change the original home company's Status to Inactive or Terminated.

    For example, an employee may be reassigned from Company A to Company B. However, there is a period of time when the employee needs to complete a timesheet in Company A and also begin a new timesheet in Company B. For this period, the employee would need to be considered Active in both companies. Then, when the Company A timesheet is complete, you could change the employee's status in this company to Inactive or Terminated.

Assign a Different Home Company to an Employee

To change an employee's home company, open theemployee record and select a different company from the Home Company drop-down list on the General tab of the Employees hub in the desktop application. The drop-down list includes only active companies with which the employee is associated.

Related Topics:

  • Employee Multiple Company Terminology
    Certain terminology applies when you associate an employee with multiple companies.
  • Employee Home Company
    When you track multiple companies in Deltek, you use the Home Company field on the General tab of the Employees hub to assign an employee to a home company.
  • Associating an Employee with Additional Companies
    When you track multiple companies in Deltek, you can associate an employee with more than one company.
  • Company-Specific Tabs and Fields for Employees
    Some of the tabs, fields, and options that display in Deltek are company-specific, meaning that they are driven by the company with which the current employee record is associated.
  • Employee Fields Shared by All Companies
    When an employee is associated with more than one company, basic employee information does not change, regardless of the company that is active or the number of companies with which the employee is associated.
  • Employee Searches and Multiple Companies
    When an employee is associated with more than one company, Deltek creates an employee record that corresponds to each associated company. This has an impact on how searches work.
  • Employee Security and Multiple Companies
    When you track multiple companies in Deltek, you must set up security roles to allow access to multiple companies.
  • Employee Alerts and Multiple Companies
    When you track multiple companies in Deltek, you must set up alerts on a company-by-company basis. Because an employee may be associated with more than one company, the alerts only consider the employees that are active in the company for which the alert is configured.
  • Employee Workflows and Multiple Companies
    Use workflows to send automated alerts or emails, or to trigger additional actions, when an employee-related action take place. Certain rules apply in a multiple company environment.
  • Employee Review and Multiple Companies
    You can review payroll wages, withholding deductions, expense checks, and other payroll data for the current employee in Employee Review.
  • Employee Reporting and Multiple Companies
    When you track multiple companies in Deltek, Employee and Payroll reports can be company-specific or can display information for one or more associated companies.
Parent Topic: Multiple Companies