[HR] Moving an HR Resource to a New Payroll Company

If an employee is linked to a Payroll (PR) record in one company but is transferring to another company, you can create a new PR employee record in the new company using the same HR resource. The original PR record remains in the first company as inactive.

To move a resource, the ‘Exists in PR’ flag must be reset.

Steps:

1. Inactivate in Old Company:

   • Open the employee in HR Resources and go to the PR Info tab.

   • Either enter a termination date or uncheck the Active box to inactivate the PR employee.

   • Remove the PR Employee # and save.

2. Set Up in New Company:

   • Change PR Co# to the new company.

   • Enter the new PR Employee # and check Active PR Employee.

   • Save the record.

   • The Exists in PR box will clear, and the Add to PR button will become available.

3. Ensure Benefits Transfer (Optional):

   • If benefits do not carry over, go to HR Resource Benefits → Deduction/Liability Codes.

   • Uncheck and then recheck the Update PR box before initializing to PR.