Transfer an employee from Company A to B

Transfer an employee from Company A to B

An employee is sometimes needed to be transferred from one company to another. This usually happens when a Salarium account has multiple companies. 

One can not simply deactivate the existing employee's account and then add the same employee using the same email address to the other company. The system will read that the employee already has an existing account. Thus, adding the employee will result to an error.

However, we have steps to follow in order to transfer an employee to another company.



STEP 1: Change Email Address and Unassign License

1. Go to User Menu > Control Panel > User Management.


2. Find the name of the employee using the search box. Click on the View button across the employee's details.


3. You will see the User Details and Linked Employee ID. Take note of the existing email address, the assigned license, and the company name. Then, click on the Edit button.


4. Edit and Update the details of the user by:
a. changing the email address to a dummy email address or to any email address that will not be used by any user, and;
b. switch off the toggle of the assigned license.


STEP 2: Set Status to Inactive

1. Go to User Menu > Control Panel > User Management.


2. Find the name of the employee using the search box.


3. Set the user status from Active to Inactive.

STEP 3: Add Employee to Company B

1. The license tagged to the user will be available. You do not have to deduct it from the total number of licenses since it will still be used when you add the employee to the other company.

2. Through the company dropdown, switch to the company where the employee will be transferred.


3. From the company dashboard and top navigation field, click on the Employee Records Management page.


4. Click on the Add Employees button. 





NOTES:
a. If the employee will be using the same login credentials for the new company, the email address must be the same as used in the previous company where the employee was initially added.
b. Set the status to Active.
c. Upon creating the employee's profile, inform the employee to check the email and verify the new account.
d. The earning items, from the company to which the employee initially belonged, will not be carried over. The other items must be added as well, such as:
      - Loans
      - Deductions
      - Allowances
      - Assigned Workflows
      - Assigned Shift
      - Adjustments
      - Bonuses
      - Commissions
      - Basic Pay Adjustments
e. The historical data, like attendance records, previous payroll data, and payslips, can still be accessed from the previous company to which the employee belonged.

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