If you are using M3 EZPay or EZSync (WCF) payroll and need to move an employee from one EIN/Employer to another, you must stop/end certain records and terminate them from their original employer before you can associate with the new employer.
Table of Contents
Terminating Employee From Original Employer
- While viewing the employee's profile, navigate to Payroll and click Compensation.
- Click the start date for the existing compensation record.
- Enter a stop/end date and save your record.
- Navigate to Payroll and click Direct Deposit.
- Click the start date of an existing direct deposit record.
- Enter an end date and save the direct deposit record.
- Navigate to Payroll and click Taxes.
- Check employee allowances for federal and state.
- Navigate to Employee and click Demographic info.
- From the "Employer" tab of Demographic Info, select "Terminated" for the employee status.
- From the "Employee" tab of Demographic Info, select "Terminated" for the "Employee Status" (it will ask for a change effective date when the status is changed).
- Save your changes to the employee profile.
Associating Employee with New Employer
- From the "Employer Mapping" tab of Demographic Info, uncheck the old employer, enable the new employer, and select the appropriate employee status and cost center (CC#) options.
- From the "Employee" tab Demographic Info, change the Employee Status to the appropriate status (it will ask for a change effective date when the status is changed).
- You may also need to select the work state from the "EEOC/Additional Info" tab from Demographic Info.
- Save your changes to the employee profile.
- Navigate to Payroll and click Compensation.
- Go to the Actions drop-down menu and click Create Compensation Rate Record.
- Create a new compensation rate record and save the record when finished. If you are unfamiliar with creating a record and the available fields, you can refer to the following article.
- Navigate to Payroll and click Direct Deposit.
- Go to the Actions drop-down menu and click Create Direct Deposit Record.
- Create the new direct deposit record and save it when finished. If you are unfamiliar with creating a record and the available fields, you can refer to the following article.
- Navigate to Payroll and click Taxes.
- Update allowances for federal/state and add any required locals.
- If the employee was enrolled in benefits, go to Benefits and click Benefits.
- Re-save the benefit elections.