For InPay linked InTime systems there is sometimes a requirement to move a number of employees from one InPay Company to another. InTime provides a facility for doing this. Please contact inTime support to have this feature enabled.
To use the bulk payroll move process.
Before you begin you need to prepare.
- Make sure the new InPay company is linked to your InTime and has the payrolls and holiday schemes set up as required.
- The rates on active placements for the selected workers will be moved to Pay Elements on the new company. It does this by matching on the pay element code. Therefore the new Company must have Pay elements with the same codes as the existing one.
- If you wish to pay worker expenses through InPay you will need to sync the required expense Types from InPay and then create an expense template that uses the new expense types. It may help to name this in a way that identifies thenew company at least while making the move, you can rename it later.
- Identify which workers need to be moved and which payroll they should be moved to. You will need to do the move in batches if you want to select different payrolls, holiday schemes or expense templates.
- Open the Profiles - Worker page and use the filters to locate and select the workers that you want to move.
- Click 'Move Payroll'.
- On the popup select the new payroll. The InPay company each payroll is associated with is shown in brackets.
- Select the InPay holiday scheme you would like the workers associated with if applicable. You can leave it blank if required.
- Select the expense template to assign to the workers active placements. This is necessary because the expense types are associated with an inPay Pay element. They therefore have to match the company you are linking the worker to. You also have the option of 'keeping the existing template' or assigning 'no expenses paid'.
- Click 'Move Workers'. You will get a confirmation popup and clicking OK will start the process.
- You will be taken to the processing/results page.
- The process can rtun in the background - you do not need to stay on this page while it is running. you can navigate away and return to it from the 'Reports -Move Company' menu.
