Select an Employee Record (Multicompany)

When you use the Multicompany feature, an employee has one designated home company but may be associated with additional companies. When you look up or search for an employee with multiple company records, the search results display one record for each company that the employee is associated with.

If you want the search results to display only active employees, select the Search on active employees only when using the employee quick lookup option on the Lookups tab in Configuration > General > System Settings.

To select an employee record for an employee that is associated with multiple companies, complete the following steps:

  1. From the Vision Navigation menu, click Info Center and then click Employee.
  2. Select from the following options to search for an employee.
    Option Description
    Search field Click in the Search field and enter a character or string of characters to use the Quick Find feature. Vision displays all records that match the characters entered, with company specific data for each.
    beside the Search field Click this icon beside the Search field at the top right of the Info Center form.
    If you use the Standard or Advanced search features to locate an employee record, the search operators specific to the Home Company field may be helpful.
  3. Select a record from the search results. If the employee is associated with multiple companies, the search results display a separate employee record for each company.