Convert Employee Keys
Use the Employee Key Conversion utility to change an employee number or to close out (consolidate) employee number data into a single employee number.
When you consolidate data between two existing employee numbers, Vision:
- Retains duplicate Time records and updates the sequence so that the old employee detail lines appear after the new employee, but deletes duplicate Timesheet master and Time master records.
- Combines duplicate employee accrual detail records by adding earned, taken, earned since last payroll, and taken since last payroll information.
- Combines duplicate employee accrual master records by adding current earned, current taken, and hours.
- Deletes duplicate employee contact association records.
Prerequisite: Back up your Vision database.
To change employee numbers, complete the following steps:
- From the Vision Navigation menu, click Utilities > Key Conversions > Employees.
- Complete the fields on this form Key Convert Employees form.
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Select one of the following actions:
Option Description To save the conversion to run later Click Save. To run the conversion now Click Run. To schedule the conversion to run on a regular basis via the process server Click Schedule and complete the Schedule dialog box.
Parent Topic: Procedures