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).