This option can be used when employees transfer between companies, to import employee details from another company within the current database.

1. In the Employee Creation Wizard, click Execute next to Company Employee Import.
   
2. The Import Employee Process Wizard opens. Click Next to continue.
3. In Employee field click on the drop arrow and search for the employee by name or number.
4. Once you have selected the employee to import, click Next.
5. The Import Employee Process Wizard will begin transferring the employee
6. A pop up window will ask to 'Archive' the employee. Click Yes to not use up another license.
   
   
   
7. Clicking Yes will show the Import Employee Process Wizard is completed.
   Any messages need to be reviewed and completed during the rest of the wizard process.
8. You can export the results to a .txt file

Click OK and you will be returned to the processes screen and must then proceed through the rest of the Employee Creation Wizard.

The following rules apply:

• The employee is terminated and archived in the source company once you answer YES
• A new employee file is created in the destination company - an employee license must be available for this.
• Leave balances are transferred to the destination company with the employee details.
• Personal details such as name, address, characteristics, tax details, and standard hours are also imported.
• The system attempts to match specific codes such as pay items, cost centres, departments and super.
  If a match is found, details will be imported. If no match is found, you will need to manually adjust these settings as you go through the wizard.
• Year to date figures remain in the source company.
  

The wizard attempts to match settings such as cost centres, departments or employment conditions Any settings which cannot be matched are listed as 'unable to match'. You will be able to complete these settings as you proceed with the employee creation wizard.

This option is used to create a new employee file using an existing employee as a template.
You may only create a copy of an employee within the same company.
Once you have selected the employee to copy, you will be returned to the processes screen and must then proceed through the rest of the Employee Creation Wizard.

The following rules apply:

• The process copies only non-personal details from the source employee file. This includes details such as employment conditions, pay points, standard hours, rates and pay items.
• The new employee file will require personal details to be completed, such as name, address, tax details, hired date, bank accounts etc.
• There is no effect on the existing employee file - it is simply used as a template.
• The system attempts to match specific codes such as pay items, cost centres, departments and super. If a match is found, details will be copied. If no match is found, you will need to manually adjust these settings as you go through the wizard.
• An employee license must be available for the new employee file.

To copy an employee:

1. In the Employee Creation Wizard, click Execute next to Copy Employee.
2. The Copy Employee Process Wizardopens.
3. Click on the drop and search for an employee you wish to copy. Click Next to proceed.
4. The Copy Employee Process Wizard will start to transfer Employee Details
   
   
   
   
5. When the Employee Copy process completes, take note of the messages to correct and click OK then Next .
6. Proceed through each screen of the Employee Creation Wizard to complete setting up the new employee and confirm and update copied details.
7. Click OK on the last screen to exit the Wizard
   
   

1. At the start of the Employee Creation Wizard, click Execute next to Pending employees from external upload.
   In the window displayed, you will see a list of employee records which have been partially created in an external source.
   
2. Highlight the required employee in the list and click Select. You will be returned to the start of the Add Employee Wizard.
3. Click Next, then proceed through each step of the wizard to confirm the imported details.