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.
If you use the Multicompany feature and the employee is associated with more than one company, all of the associated companies will be combined if you combine employee records. All of the associated companies will be converted if you add a new employee record.
Prerequisite: Back up your
Vision database.
To change employee numbers, complete the following steps:
-
From the
Vision Navigation menu, click
.
-
Complete the fields on this form Key Convert Employees form.
-
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.
|