Use this procedure to make a copy of an existing Employee Master File record. This is useful if you want to reuse most of the information from an existing Employee Master File record. Not all fields are rolled over.
The following Custom Settings are available when rolling over an Employee Master File record.
| Section | Item | Value | Module and Purpose |
|---|---|---|---|
| EmpRollover | ExtraInfo | True | This setting excludes the Custom Fields when performing a rollover. This setting also rolls over extra information that is not normally rolled over including Employee Name, Address, and Pay Rate fields. This is not something most companies would ever use. |
| EmpRollover | HideAddNew | Yes | This setting will disable the Add New button on the Pay Info tab of existing employees for User that do not have Admin rights. |
| EmpRollover | HidePayInfo | Yes | This setting will cause the Pay Info tab to not display when performing an Employer rollover for User who do not have Admin rights. |
For more information see Custom Settings and List of Custom Settings.
To rollover an Employee Master File record
- From the Payroll Menu, click Employee Master File. Enter an Employee Number, or use the Lookup to locate an employee.
- Click the Rollover button on the toolbar. A new Employee Master File record displays with most fields populated by the record from which you rolled over
- Enter the Employee name and address fields.
- Enter the new Pay Rate.
- Save the record.
Fields that Rollover
General tab
- Gender
- National Origin
- Security Level
- Location
- Company
- Classification
- Employee Type
- Primary Job Site
- Check Distribution
- Frequency
- Accrual Type
- Supervisor
Tax Info tab
All information on the Tax Info tab
Pay Info tab - See Custom Settings
- Date of Next Review
- Use Job Lunch Parameters
- Pay Type
- Overtime Method
- Accept Alternate Pay Rates
- Title
- FT/PT
- Notes
Other Info tab
- I-9 Type
- Export to TeamTime check box
Custom Fields tab
All Custom Fields
Plus the following fields from grids
Pay Info - Brings through the fields from the most current record, but leaves the actual pay rate blank.
Fields that are not rolled over, but have default information
Hire Date - The Hire Date field will default to today's date.