Copy an Employee Record (Multiple Companies) — Desktop

When you use multiple companies, you can copy and modify an existing employee record to create a new record.

If possible duplicate records are detected during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To copy an employee record in the desktop application:

1. On the Navigation menu, click Hubs > Employees.
2. On the Employees form, select an employee record and make sure that the Firm check box on the General tab is not selected.
3. Click New and select one of the following:

   Option	Description
   Copy Current Employee	Select to copy the current employee record.
   Select Employee to Copy	Select to open the employee lookup and choose an employee record.

   The contents of the selected record are copied to a new employee record.
4. In the Employee field, enter a unique employee identifier.

   If automatic numbering is specified for employees on the Numbering tab of General System Settings, [AUTONUMBER] displays in this field to indicate that an employee number will be assigned automatically.

   The Organization and Home Company fields automatically populate, based on the original record. This ensures that the appropriate company data is included in the new employee record.

5. In the name fields, specify the employee's name; you must include a last name for each employee.
6. Update the remaining fields on the General tab and other tabs of the Employees form, paying special attention to the accounting and payroll information that you establish for the new employee.
7. Click Save.