Associating Employees with Multiple Companies
If you use the Multicompany feature, you can use the Employee Info Center to associate an employee record with more than one company. This is useful when you need to associate an employee with additional companies due to temporary work assignments or employment changes.
When you create an employee record, the active company is automatically assigned as the employee's home company. Each employee has one designated home company, which you can think of as their current employer. You can specify the employee's pay rates, accounts, and timesheet information in the home company.
Associating an Employee with a Different Company
If you need to assign an employee to a different company, use the option to create a new employee record that is associated with a different active company. This does not change or remove the designated home company and its details, but creates an additional record for the employee. In the new record, you can enter the employee's organization, pay rate, account, and timesheet information that are specific to the associated company. You can do this for every company with which the employee is associated. In other words, one employee may have multiple employee records in the Employee Info Center, each with its own associated company and specifications. Vision can then process transactions and reports for each company using the appropriate organizations, pay rates, accounts, and timesheet information for the employee.
Company-Specific Tabs and Fields
The tabs, fields, and options that display in the Employee Info Center are company-specific, meaning that the options that display are driven by the company that is associated with the current record.
- The data that you enter on this tab applies to the company that the current record is associated with.
- 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 only displays 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, only timesheet groups that are associated with the current company are available in the Group drop-down list.
- If the Automatically retrieve your record in Employee Info Center/Employee Review option is selected in User Options, the employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.
Employee Review
Use the Employee Review form to review payroll wages and withholding deductions, expense checks, and other payroll data for the current employee. When you use Vision Multicompany, the information that displays is based on the company that the current record is associated with. The name of this company displays next to the employee name on the Employee Info Center header. If no company name displays, you are viewing the employee's designated home company.
Employee Detail View and List View
The Detail View and List View icons that display on the toolbar allow you to switch between views of the employee information. The detail view is the default. This is the format that is described in help topics in the Help system. When you switch to the list view, the fields for the employee record display in columns in a grid.
When you use Vision Multicompany and view an employee record in list view, only data for the employee's home company displays. This is true even if the employee is associated with multiple companies. Vision displays an indicator at the top of the page to tell you that you are viewing data specific to the employee's home company.