Transferring employee from one company to another

Question

I have two employees who have transferred from our weekly to monthly paid payroll. 
 How do I transfer them within the Sage HR app please? I don't want to lose their records of holidays/absence. 
 I have already approached the support team with HR but they've advised approaching the payroll team 
 Many thanks 
 Judith

Oliver Cook · Accepted Answer

Hi Judith, 
 Thanks for using Community Hub. 
 My assumption from what you've said is that you have two payroll companies. One is for weekly paid staff and one is for monthly paid staff, meaning you also have two separate Sage HR companies. One integrated with the weekly company and one integrated with the monthly company. If this isn't correct please let me know, but my answer below will be based on this assumption.

There is no process to transfer employees from one Sage HR company to another. When you first upload the employee's payslip from their monthly company, this will create their profile in your monthly Sage HR company. If you've used the same employee email address, the employee will see both companies on their company dropdown when logged into Sage HR. The weekly payroll company is where the employee would access their old weekly payslips, and the monthly company would be where the employee views their future monthly payslips. 
 If you wanted all their payslips (both weekly and monthly) to be accessed in one company, you would need to do some form of reprocessing in the monthly payroll company. Payroll support would have to help advise you on that. 
 Where payroll support would be involved is advising you how best to 'move' the employee from your weekly to monthly payroll, and how to add the employee to your monthly Sage HR company. 
 
 Where Sage HR support would be able to assist is how to reprocess your Leave Management information. It would be your decision whether you'd be happy to have all their holiday information split between the two companies, or whether you'd want to reprocess the previous time off in the monthly company. There is an import functionality available to import previous time off rather than manually re-enter it. 
 This is where Sage HR support would be able to assist rather than payroll support. 
 Kind regards, 
 Oli, Sage UKI

Sage 50 Payroll

Transferring employee from one company to another

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