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: If you decide to remove the information relating to any existing employees from the Excel file, please ensure that the new employees do not have the same employee numbers as your existing ones as this will cause your existing employee data to be overwritten.
- 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: