Transfer employees to another payroll

Transfer one or more employees to another payroll to change their pay frequency in Sage 50 Payroll Ireland.

If you process multi-frequency payrolls, use the Transfer Employee wizard to move employee details and year-to-date (YTD) values between payrolls without manual entry.

 NOTE: This process doesn't transfer employees to a new company with a different employer registration number. 

Use the Transfer Employee wizard to move employee details and year-to-date values between payrolls without manual entry. You can use this process when you run payrolls with different pay frequencies.

Before you transfer employees

 

Check the following:

• Both payrolls are at Start of Period
• The source and destination payrolls belong to the same company
  • To confirm, log in as the system administrator, then go to Company Setup
• Both payrolls have the same employer registration number
  • To confirm, go to Company/Payroll, then select Company Details. Check that Employer Reg. No matches in both payrolls
• Each employee has one line of YTD values in the Earnings, Tax & PRSI (ETP) tab
• The payroll password doesn't contain special characters such as $ @ # £

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Transfer employees

1. Go to Processing, then select Transfer Employees.
2. Select Transfer Employees.
3. In Select Destination Payroll, select the destination payroll.
4. If prompted, enter the destination payroll password, then select Next.
5. In Select Employees to Transfer, select the employees.
   • To move every employee, Select All
   • To find an employee, type their name, PPS number, or employee code
6. Check the old and new employee codes in Transfer Summary.
7. To check the transfer log, select View Log.
8. Select Finish.

The Post-transfer checklist opens automatically. Check each item and update the destination payroll where needed.

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Information that doesn't transfer

Sage 50 Payroll Ireland doesn't transfer the following information:

• Holiday information
• Benefit-in-kind (BIK) information
• Standard amounts from the Payments and Deductions tab
• YTD values from the Payments and Deductions tab

Enter the required information in the destination payroll after the transfer.

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Control Summary report

The Cumulative Control Totals include an extra column for transferred employee values.

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