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Transfer employees to another payroll

Created on  | Last modified on 

Summary

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

Description

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. 

Resolution

CAUTION: Transfer employees to a different frequency at the correct time. Read more in Transfer employees FAQs article.

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Before you transfer employees

Check the following items before starting the transfer:

  • Both the source and destination payrolls are at Start of Period
  • The destination payroll belongs to the same company as the source payroll
  • Both payrolls have the same employer registration number
    • To confirm, open each payroll, go to Company/Payroll, then select Company Details and check Employer Reg. No
  • Each transferred employee has a single line of YTD values in the Earnings, Tax & PRSI (ETP) tab to ensure cumulative calculations remain accurate
  • The payroll password doesn't contain special characters such as $ @ # £, which can trigger an incorrect password error

Transfer employees

  1. Go to Processing, then select Transfer Employees.
  2. Select Transfer Employees.
  3. In the Select Destination Payroll window, select the payroll to transfer employees to.
  4. If prompted, enter the password for the destination payroll, then select Next.
  5. In the Select Employees to Transfer window, select the employees to move.
    • To transfer all employees, select Select All
    • To find a specific employee, type their name, PPS number, or employee code
  6. Review the Transfer Summary window to see old and new employee codes.
  7. To view a log of transferred employees, select View Log.
  8. When finished, select Finish.

The Post-transfer checklist opens automatically. Review it and apply it to the destination payroll as needed.

After transferring employees

Once employees are in the destination payroll:

  • Payments and Deductions: Sage 50 Payroll Ireland doesn't transfer standard amounts or YTD values from the Payments and Deductions tab
  • Control Summary Report: The Cumulative Control Totals include an extra column showing values for transferred employees