Associate an Employee with Additional Companies (Desktop)

If you have multiple companies, you can associate an employee record with more than one company.

This is useful when an employee has a temporary work assignment or an employment change.

To associate an employee with additional company records in the desktop application:

1. On the Navigation menu, click Hubs > Employees in the desktop application.
2. On the Employees form, select an employee record.
3. Make sure that the Firm check box on the General tab is not selected because a vendor or client cannot be associated with more than one company.
4. Click New and select Associate with New Company.
5. On the Companies dialog box, select a company and click OK. When you associate an employee with a new company record, the following occurs:
   • An additional employee record is created in the database. The name of the associated company displays on the header of the Employees form, next to the employee name.
   • The status of the new record defaults to Active. An employee may be active in more than one company.
   • The tabs and fields that display are based on the company that the current record is associated with. For example, if the employee is associated with four different companies but only one company has access to Payroll, the Payroll tab of the Employees form only displays when you are viewing that company's record.
   • The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, the Organization lookup lists only those organizations that are associated with the current company.

   Associating the employee with an additional company does not change the designated home company nor does it change any of the employee's personal information.

6. In the Organization field on the General tab of the Employees form, specify the employee's organization.
7. In the Employee Type field on the Accounting tab of the Employee's form, specify the employee type, such as Principal, Management, or Employee.
8. On all tabs of the Employees form, specify the employee information that is specific to the newly associated company. For example, enter accounting and payroll information related to the associated company record.
9. Click Save.

There may also be occasions where you use options in Utilities > Key Conversions to combine employee records. If you select the Combine Existing Employees option and the new combined employee record is not associated with a company that the original employee record is associated with, a new company record is automatically added and associated with the employee.