There is currently no built-in way to do this. We recommend following the process below:
Step 1: Export employee data from the old company
You should ensure that you are working with the old company; in other words, check the name in the blue block in the top left of the screen.
- Click on Employees > Bulk Actions > Bulk Add Employees.
- Click on the link in “You can download the spreadsheet for adding/updating employees here“.
- Save the file somewhere accessible.
- Open the file and delete any rows corresponding to the employees that you do not wish to transfer.
- Please note: you should not alter the format of the spreadsheet in any other way such as moving / deleting columns or changing headings.
- Edit the remaining employees’ appointment dates to be the date on which they start at the new company; you can simply enter it in the first row and then copy and paste it for the other employees.
- Save the file.
Step 2: Import data into the new company
You should ensure that you are working with the new company; in other words, check the name in the blue block in the top left of the screen.
- Click on Employees > Bulk Actions > Bulk Add Employees.
- Upload the file you saved in Step 1 above.
- Verify the data and click Save.
Step 3: Add payroll information in bulk*
To enter information for regular items such as basic salary, click on Employees > Bulk Actions > Regular Inputs and select the relevant item from the drop down menu(s).
To enter information for once-off items such as hours worked or expense claims, click on Employees > Bulk Actions > Payslip Inputs and select the relevant item from the drop down menu(s).
*Please note: you will need to enter each item separately by selecting it from the drop-down menu(s) – do not forget to save after each set of changes.
Step 4: Enter leave take-on balances in bulk (old leave system)
This option is only available on version 1 of the leave system.
- Click on Employees > Bulk Actions > Payslip Inputs.
- Select “Leave Adjustment” from the third drop-down menu under Filters (it says “Basic Salary” by default).
- Check the box under Add for each employee.
- Enter the balances as at their last day of service with the old company for each employee for each leave type.
- Click Save.
In newer versions of the leave system, leave take-on balances have to be entered individually. More information about this can be found in the following article:
Step 5: End the service of the transferred employees in the old company
More information about how to end the service of employees can be found in the following article: