Copy an Employee Record (Multicompany)

When you use the Multicompany feature, you can copy and modify an existing employee record to create a new record.

If Vision detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To copy an employee record, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Employees.
2. On the Employee Info Center form, select an employee record and make sure that the Vendor/Client check box is not selected.
3. Click New and select one of the following:

   Option	Description
   Copy Current Employee	Select to copy the current employee record.
   Select Employee to Copy	Select to open the employee lookup and choose an employee record.

   Vision copies the selected employee record to a new employee record.
4. Specify a unique Employee ID for the new record and edit the employee information. The Organization and Home Company fields automatically populate, based on the original record. This ensures the appropriate company data is included in the new employee record.
5. Click Save.