Associate an Employee with Additional Companies (Multicompany)

If you use the Multicompany feature, you can associate an employee record with multiple companies. This is useful when an employee has a temporary work assignment or an employment change.

To associate an employee with additional company records, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Employees.
2. Select an employee record.
3. Make sure the Vendor/Client check box is not selected because a vendor or client cannot be associated with more than one company.
4. Click New and select Associate with New Company. The Companies dialog box displays. This dialog box lists all companies to which you have access but are not already associated with.
5. Select a company and click OK. When you associate an employee with a new company record, the following occurs:
   • An additional employee record is created in the Vision database. The name of the associated company displays in the Employee Info Center header next to the employee name.
   • The status of the new record defaults to Active. An employee may be active in more than one company.
   • The tabs and fields that display are based on the company that the current record is associated with. For example, if the employee is associated with four different companies but only one company has access to Vision Payroll, the Payroll tab of the Employee Info Center will only display when you are viewing that company's record.
   • The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, the Organization lookup lists only those organizations that are associated with the current company.
   You must also:

   • Select an Organization on the General tab of the Employee Info Center.
   • Specify an Employee Type on the Accounting tab of the Employee Info Center.

   Associating the employee with an additional company does not change the designated home company nor does it change any of the employee's personal information.

6. Enter the employee information that is specific to the newly associated company. For example, you can enter accounting and payroll information for the associated company record.
7. Click Save.

There may also be occasions where you use options in Utilities > Key Conversions to combine employee records. If you select the Combine Existing Employees option and the new combined employee record is not associated with a company that the original employee record is associated with, a new company record is automatically added and associated with the employee.