Employee Multicompany Terminology

When you use Multicompany, certain aspects of the feature apply to employees and the ability to associate an employee with more than one company.

The following table provides information about terminology that applies when you associate an employee with multiple companies.

Term Description
Employee Multicompany Employee Multicompany is the term used to describe when an employee is associated with one company, the home company, but may also be associated with additional companies as needed. This 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.
Active Company The active company is the company that you select at login, or when you switch to a different company. The active company is also known as the current company.

Several Vision features apply solely to the active company when an employee is associated with multiple companies. For example, the timesheet and expense report transactions for an employee associated with multiple companies are processed for the record that belongs to the active company.

If you want to process the employee's timesheet and expense report transactions for a different company, use the Change Company utility (Utilities > Change Company) to select a different company to become the active company.

Home Company The home company is the company in which the employee is currently employed. When you create a new employee record, the home company automatically defaults to the currently active company. This company name populates on the General tab of the Employee Info Center.
Company-Specific Company-specific tabs, fields, options, and reports are driven by the company that the current employee record is associated with and include details for a single company. For example, employee payroll reports are company-specific because they only allow you to view an employee's payroll information for one company at a time.
Non-Company Specific Tabs, fields, options, and reports that are not company-specific are shared and do not change, regardless of the active company or the number of companies the employee is associated with. For example, any data that is used by CRM and Proposals, such as the employee's name, licenses, experience, resumes, and personal information, is the same for all companies.