Contents of the Key Convert Employees Form

Select the employees to combine or change.

Field Description
Combine Existing Employees Select this option if you want to consolidate existing employees. Vision allows you to enter an existing employee number in the New Employee field.

If you use the Multicompany feature, the employee is associated with more than one company, and you select the Combine Existing Employees option, all of the associated companies will be combined if both employees are already associated with the same companies. An associated company record will be added if the New Employee number is not already associated with a company with which the Old Employee number is associated.

When you combine records that contain one or more attached documents, all documents from both records are attached to the new record.

Employee Select the employee numbers that you want to change by performing one of the following actions:
  • Click Insert to insert a new row in which you can use the Employee lookup to select one employee number.
  • Click Lookup/Insert to display the Employee lookup, where you can select one, more than one, or all employee numbers.
Name This field displays the name of the employee. Click this field to go to the Employee Info Center, where you can modify employee data.
New Employee Enter a new employee number. Or, if you selected the Combine Existing Employees option, enter an existing employee number.