Check if the payrolls are assigned to the same company
You can only transfer employees to another payroll if both payrolls are assigned to the same company. To check if this is the case the steps below:
- Login to Sage Payroll as admin, then click Comp. Setup
- This will bring up a list of the companies you have in the software, and the payrolls assigned to each company.
If the payrolls are assigned to the same company you can transfer employees between them. If the payrolls are assigned to different companies, you can't transfer employees between them.
Employees that are added to an existing payroll assigned to another company will have incorrect year to date values. This will also affect the payroll submissions, payslip calculations and RPN information issued by Revenue.
If you need to transfer employees to a different payroll that's assigned to a different company, you need to mark the employee as a leaver in the source payroll, then create a new employee record in the destination payroll.
Check the Employer Reg. Number
If the payrolls are assigned to the same company in company setup, and they aren't listed, you should check the employer registration number is the same in both by following the steps below:
- In the source payroll click Company/Payroll, then click Company Details.
- Within the Company section in the General tab, make a note of what the Employer Reg.No is.
- Login to the destination payroll and click Company/Payroll, then click Company Details.
- Enter the Employer Registration Number that was found in the source payroll, then click Ok.
You can now transfer employees from one payroll to another by following the steps in the Transfer Employees guide.
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