Associating Employees with Multiple Companies
If you have multiple companies in DPS, in the Employees hub you can associate an employee with more than one company.
This is useful when you need to associate an employee with additional companies due to temporary work assignments or employment changes. When you associate an employee with more than one company, you create a separate employee record in the Employees hub for each company that the employee is associated with.
You cannot associate an employee with multiple companies if the employee is classified as a firm (you selected the Firm check box on the Overview tab in the Employees hub for the employee).
When you create a new employee record, the active company is automatically assigned as the employee's home company in the Home Company field in the Summary pane in the Employees hub. The home company identifies the company that an employee currently works for. If an employee works for multiple companies, it does not matter which of the multiple companies you assign as the employee's home company.
Associating an Employee with Another Company
To associate an employee with another company, you open the employee record in the Employees hub and click .
For the new employee record you create, some of the information prefills from the other employee's record, such as the employee's name and credentials. This is personal information that is the same across all an employee's multiple records. You also enter company-specific information, including the employee's organization, pay rate, and accounting, timesheet, and payroll information. This information applies when you process an employee's timesheets, payroll, and expense reports in that company. After you save the employee record, you can change the home company for the employee in the Home Company field in the Summary pane of the Employees hub and it is automatically updated on all of the employee's records.
Company-Specific Tabs and Fields
Some settings that are entered for an employee record for a company are used for processing timesheets, expense reports, and payroll for the employee in the company. These company-specific fields are on the Overview, Accounting, Employment Details, Payroll, Personal and Contact Details, and Time & Expense tabs and the Summary Details pane in the Employees hub.
The following information applies for the tabs and fields in the Employees hub:
- The data that you enter on a tab applies to the company that the current record is associated with.
- 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, only timesheet groups that are associated with the current company are available in the Group field on the Time & Expense tab of the Employees form.
- If the Automatically retrieve your record in Employee Hub/Employee Review check box is selected in My Preferences in the desktop application, the employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.
For a list of all the company-specific fields in the Employees hub, see Employee Fields Impacted by the Multicompany Feature.
Employee Detail View and List View
When you have multiple companies in
DPS and you use list view in the
Employees hub (you click
in the upper right corner of the Employees form), only data for the
employee's home company displays in the list if an
employee is associated with multiple companies.