Change an Employee's Home Company (Desktop)

When you use multiple companies, the company that you select when you log in becomes the current, active company.

If you create a new employee record, the current company automatically becomes the employee's home company.

Prerequisite: To complete this procedure, you must first select an employee record. See Select an Employee Record (Multicompany) for the steps.

To change an employee's home company in the desktop application:

1. Make sure that the Firm check box is not selected on the General tab of the Employees form.
2. In the Home Company field, select a different home company for the employee. The drop-down list includes only active companies with which the employee is associated.
3. Click OK. The General tab of the Employees form displays and the Home Company field populates with the name of the newly selected company. The following also applies:
   • 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 organizations and codes that are associated with the current company. The organizations that are available are based on the selected company.
4. Click Save.