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Moving an Employee From an Employer to Another for M3 EZPay or EZSync Users in Core

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

  1. While viewing the employee's profile, navigate to Payroll and click Compensation.

    Payroll Menu - Compensation - 01.png

  2. Click the start date for the existing compensation record.

    CHR - Move Employee Between - 03.png

  3. Enter a stop/end date and save your record.

    CHR - Move Employee Between - 04.png

  4. Navigate to Payroll and click Direct Deposit.

    Payroll Menu - Direct Deposit - 01.png

  5. Click the start date of an existing direct deposit record.

    CHR - Move Employee Between - 05.png

  6. Enter an end date and save the direct deposit record.

    CHR - Move Employee Between - 06.png

  7. Navigate to Payroll and click Taxes.

    Payroll Menu - Taxes - 01.png

  8. Check employee allowances for federal and state.

    CHR - Move Employee Between - 14.png

  9. Navigate to Employee and click Demographic info.

    Employee - Demographic Info - 01.png

  10. From the "Employer" tab of Demographic Info, select "Terminated" for the employee status. 

    CHR - Move Employee Between - 07.png

  11. 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).

    CHR - Move Employee Between - 09.png

  12. Save your changes to the employee profile.

Associating Employee with New Employer

  1. 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.

    CHR - Move Employee Between - 08.png

  2. 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).

    CHR - Move Employee Between - 11.png

  3. You may also need to select the work state from the "EEOC/Additional Info" tab from Demographic Info.

    CHR - Move Employee Between - 12.png

  4. Save your changes to the employee profile.
  5. Navigate to Payroll and click Compensation.

    Payroll Menu - Compensation - 01.png

  6. Go to the Actions drop-down menu and click Create Compensation Rate Record

    CHR - Employee - Payroll - Compensation - Actions - 01.png

  7. 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.

    CHR - Move Employee - 00.png

  8. Navigate to Payroll and click Direct Deposit.

    Payroll Menu - Direct Deposit - 01.png

  9. Go to the Actions drop-down menu and click Create Direct Deposit Record.

    CHR - Employee - Payroll - Pay Stubs - Actions - 01.png

  10. 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.

    Direct Deposit - 01.png

  11. Navigate to Payroll and click Taxes.

    Payroll Menu - Taxes - 01.png

  12. Update allowances for federal/state and add any required locals.

    CHR - Move Employee Between - 14.png

  13. If the employee was enrolled in benefits, go to Benefits and click Benefits.

    CHR - Employee - Benefits - Drop-down Menu - 01.png

  14. Re-save the benefit elections.

    CHR - Employee - Benefits - 00.png

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