Change an Employee's Home Company

If you have multiple companies in DPS, employees can be associated with multiple companies, but they only have one home company.

Prerequisite: You must first add and save a new employee record that is associated with the company that you want to designate as the employee's home company. You do this by clicking Other Actions on the Employees form, and then select Associate with New Company.

You can change the home company for employees, but only if an employee is not designated as a firm (the Firm check box is not selected on the Overview tab for the employee).

For more information about employees and multiple companies, see Employees and Multiple Companies.

To change an employee's home company:

1. In the Navigation pane, go to the Hubs section and select Employees.
2. On the Employees form, select an employee record.
3. In the Employees Summary pane, hover over the Home Company field to display the option.
4. Click , and select a different home company for the employee. The drop-down list includes only the companies that the employee has already been associated with. If the company that you want to associate the employee with in not in the drop-down list, associate the employee with the missing company by clicking Other Actions on the Employees form, and then select Associate with New Company. After you save the new employee record with the new company, the new company will display in the Home Company field drop-down list.
5. The home company change is saved when you move off the Home Company field. You briefly see "Employee was successfully saved." at the top of the screen. The home company is updated on each employee record that the employee has.