Employees and Multiple Companies
When you have multiple companies in Vantagepoint, you can associate an employee with one or more companies.
Associating an employee with multiple companies is useful for instances where an employee needs to be reassigned from one company to another, either for a temporary work assignment or for a permanent employment change.
Assign each employee to one home company in the Employees hub. This is typically the employee's current company of employment. Then, as needed, associate the employee with additional companies. This, creates one employee record for each company.
When an employee is associated with multiple companies, additional settings, features, and processes become available in Vantagepoint. For each employee record, you can enter organization, pay rate, account, and timesheet information that is specific to the employee's work in the associated company. Vantagepoint can then process transactions and reports for each company using this information for the employee.
Assume, for example, that an employee's home company is in the United States, but the enterprise has two associated companies in Canada, where the employee sometimes works. In Vantagepoint, the employee has separate records for the Canadian companies, with a different currency, accrual schedules, and other information.
Associate an Employee with Another Company
To associate an employee with another company, open the employee's record in the Employees hub, click Other Actions in the Actions bar, and select Associate with New Company. This creates a separate employee record for the other company. After you save this record, you can select the newly associated company in the Home Company field for the employee.
Active, Inactive, or Terminated Status
An employee may have a different status assignment to each company record. The home company typically has a status of Active and is the company in which the employee's personal information is maintained.
- For a newly associated company, the status defaults to Active.
- If you change the Home Company to the newly associated company, it may be necessary to change the original home company's Status to Inactive, Terminated, or Terminated (Cannot Reactivate). For example, an employee may be reassigned from Company A to Company B. However, there is a period of time when the employee needs to complete a timesheet in Company A and also begin a new timesheet in Company B. For this period, the employee would need to be considered Active in both companies. Then, when the Company A timesheet is complete, you could change the employee's status in this company to Inactive or Terminated. There is also a Terminated (Cannot Reactivate) status that is available if restrictions are set on a terminated employee being reactivated.
- Related Topics:
- Employee Multiple Company Terminology
Certain terminology applies when you associate an employee with multiple companies. - Employee Home Company
When you track multiple companies in Vantagepoint, you use the Home Company field in the Summary pane of the Employees hub to assign an employee to a home company. - Associating an Employee with Additional Companies
When you track multiple companies in Vantagepoint, you can associate an employee with more than one company. - Company-Specific Tabs and Fields for Employees
Some of the tabs, fields, and options that display in Vantagepoint are company-specific, meaning that they are driven by the company with which the current employee record is associated. - Employee Fields Shared by All Companies
When an employee is associated with more than one company, basic employee information does not change, regardless of the company that is active or the number of companies with which the employee is associated. - Employee Searches and Multiple Companies
When an employee is associated with more than one company, you create an employee record that corresponds to each associated company. This has an impact on how employee searches work. - Employee Security and Multiple Companies
When you track multiple companies in Vantagepoint, you must set up security roles to allow access to multiple companies. - Employee Alerts and Multiple Companies
When you track multiple companies in Vantagepoint, you must set up alerts on a company-by-company basis. Because an employee may be associated with more than one company, the alerts only consider the employees who are active in the company for which the alert is configured. - Employee Workflows and Multiple Companies
Use workflows to send automated alerts or emails, or to trigger additional actions, when an employee-related action take place. Certain rules apply in a multiple company environment. - Employee Review and Multiple Companies
You can review payroll wages, withholding deductions, expense checks, and other payroll data for the current employee in Employee Review. - Employee Reporting and Multiple Companies
When you track multiple companies in Vantagepoint, Employee and Payroll reports can be company-specific or can display information for one or more associated companies.