Employees and Multicompany
If you use Vision Multicompany, you can associate an employee record 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. Each employee record is assigned one home company in the Employee Info Center, which is typically the employee's current company of employment. Then, additional companies can be associated to the employee as needed. This creates one employee record for each company.
When an employee is associated with multiple companies, additional settings, features, and processes become available in Vision. For each employee record, you can enter the employee's organization, pay rate, account, and timesheet information that is specific to the associated company. Vision can then process transactions and reports for each company using this information for the employee. For example, if an employee's home company is in the United States but they also have two associated companies in Canada, the employee would potentially have separate currency, accrual schedules, and other information that Vision maintains for each company. You could generate the Employee Accrual report three times, which would allow you to view the employee's information separately for each company.
Assign a Home Company to a New Employee
When you create a new employee record in the Employee Info Center, the Home Company automatically defaults to the currently active company. This company name populates the Home Company field on the General tab of the Employee Info Center and is considered the employee's current company of employment.
Home Company, Additional Companies Status
An employee may have a different status assignment on 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 the 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 or
Terminated.
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 was complete, you could change the employee's status on this timesheet to Inactive or Terminated.
Assign a Different Home Company to an Employee
If you open an existing employee record and want to change the home company, you can use the Home Company drop-down list on the General tab of the Employee Info Center to select a different home company for the employee. The drop-down list only includes active companies with which the employee is associated.
For Vision to automatically default to your home company each time that you open a new session, you can select the Automatically default to my home company at startup option. This is useful when you always want to see the home company record when you open the Employee Info Center, or if you want to run a report that only uses home company data (for example, the CRM Employee Summary Report).
Related Topics
- Employee Multicompany Terminology
When you use Multicompany, certain aspects of the feature apply to employees and the ability to associate an employee with more than one company. - Associating an Employee with Additional Companies
When you use Multicompany, you can associate an employee with more than one company. - Determining Which Company Record is Displayed for the Employee
When you select an employee's record, the name of the company displays in the Info Center header, along with the company code. - Lookups and Searches When an Employee is Associated with Multiple Companies (Multicompany)
When an employee is associated with more than one company, Vision creates an employee record that corresponds to each associated company. When searching for employee records, you can use the Employee Quick Find or Advanced Search to filter the employee results. - Company-Specific Tabs and Fields
Some of the tabs, fields, and options that display in Vision are company-specific, meaning that they are driven by the company that the current employee record is associated with. - 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 the employee is associated with. - Security and Employee Multicompany
When you use Multicompany, you must configure the Security roles to allow access to multiple companies in the database. - Alerts and Employee Multicompany
If your firm uses the Multicompany feature, you must set up alerts for each company. Because an employee may be associated with more than one company, the alerts only consider the employees that are active in the company for which the alert is configured. - Employee Review and Employee Multicompany
You can review payroll wages, withholding deductions, expense checks, and other payroll data for the current employee in Employee Review. - Reporting and Employee Multicompany
The most commonly run reports for Employee Multicompany are Employee and Payroll reports. These reports can be company-specific or can display information for one or more associated companies. - SF255 and SF330 Proposals and Employee Multicompany
When you use multiple companies, the SF255 and SF330 proposal forms always display company information that is from the employee's home company. - Time and Expense Transactions and Employee Multicompany
The ability to associate an employee with multiple companies impacts timesheet and expense report transactions. - Workflows and Employee Multicompany
Workflows allow you to create conditions for which you want alerts or emails to be sent or for which you want other actions to be taken. With Workflows, you can automate the process of being alerted each time a specific action takes place.