When you enable the Multicompany feature, you use the
Home Company field on the General tab of the Employee Info Center to assign an employee to a home company.
The employee's home company is the company that:
-
Manages the employee's timesheet and expense report processes, including timesheet frequency and approval settings.
-
Is responsible for paying the employee.
The home company can be thought of as the company that "owns" the employee and is their current employer. This is the company where the employee's personal information is maintained. Each employee must have one designated home company and can then have multiple associated companies. When you create a new employee, the
Home Company automatically populates based on the current active company. If you open an existing employee record and want to change the
Home Company, you can use the
Home Company drop-down list to select a different home company for the employee. The drop-down list only includes active companies with which the employee is associated.
After you specify the employee's home company, you can associate the employee with additional companies as needed. A new record is created for each association, and you can specify the employee's organization, pay rate, account, and timesheet information for each associated company. Vision can then process transactions and reports for each company using the appropriate organizations, pay rates, accounts, and timesheet information for the employee. The end result is that one employee may have multiple employee records in the Employee Info Center, but each employee will only have one home company. See the Associate Employees with Additional Companies online help topic for more information.
Timesheet Administration Rights
Timesheet administration rights are important to consider when you associate more than one company with an employee. The Time tab of Employee Info Center is used to assign one of four security access rights to each employee:
Staff,
Group,
Company, or
System. This access level works with the
Editing and
Approval
check boxes to determine what processing options are available to you.
The
Company access right applies to Multicompany only and allows users to open and print, and possibly edit and approve, timesheets belonging to the employees in a specific company. When you associate an employee that has
Company access rights to additional companies, the new records inherit the employee's access rights. And, if you change an employee's access rights from Staff, Group, or System to Company, all associated company records will automatically update to apply
Company access rights as well.
For example, employee John Smith has
Company Administration Level rights for Company A. His employee record is then associated with Company B and Company C. Because
Company rights are automatically inherited for associated records, now John Smith has
Company rights to Company A, Company B, and Company C. This means that he can open and print timesheets for all of those companies. And, if the
Editing and/or
Approval check boxes are selected, John Smith also has these rights in all three companies. To restrict access, you can instead assign
Group Administration Level rights to John Smith, and then specify the companies and groups that he can access. You can also allow him to
Edit and/or
Approve all of the groups in just one of these companies.
For a detailed discussion on timesheet access, see the Timesheet Security Access online help topic in Vision Security.