Complete these steps in the Payroll module.

1. In the originating company, navigate to Payroll > Utilities > Copy Employees to Another Company.
2. Complete the Copy to company field. You must have full security to the Payroll module in this company to proceed.
3. Complete the Employee code field or press F4 to make your selection. SuperSelect is available here if needed.
4. As desired, complete the Department code field or press F4 to make your selection. If you have entered employee codes above, enter ALL in the field.
5. By default, the software selects the Active employees only checkbox. Modify as needed.
6. Click OK to run the utility.
7. The Copy Employees – Record Selection screen displays. Use this screen to review and edit the list of employees to copy. Clear the checkbox to remove the employee from the copy routine.
8. After reviewing that the list is correct, click OK twice.
9. You will be prompted to print or preview the Copy Employee Listing. Retain a copy of this report for your records.
10. Next, the Copy Employees to Another Company screen displays. Use this screen to review the list of employees that will be copied to the destination company when you choose to proceed with the update. Additional selections on this screen also allow you to copy the employee history and to flag the employees for removal from this company at a later date. As part of the update, Spectrum evaluates data recorded in the Employee Recurring Deductions/Add-ons screen prior to copying. When a valid code is copied, additional information is copied in full, along with the accrued amounts (rates, limits, taken-to-date, and balance). This utility creates the same add-on/deduction codes in the destination company, with the accrued amounts.
11. To transfer history over to the new company select the Include employee history checkbox.
    Important: If you choose to omit the historical information, you must run an employee file rebuild after you perform the copy. Go to Payroll > Utilities > Rebuild Employee File. Make sure the Through Check Date is a date that includes all payroll checks for the current year. Accept the default dates for the Month-to-date, Quarter-to-date and Year-to-date fields.
12. If the employee and their records are to be moved to the new company, select the Flag these employees for removal from this company following review checkbox. This option flags the copied employee for deletion in a later step. The employees and their information will not be deleted by only selecting this option. An additional step is needed to complete the purge.
    Note: The Copy Employees to Another Company feature does not include contents of the Payroll G/L History table or the Vacation / Holiday / Sick Accrual History tables that retains historical information about the employee, even when purged.

    11. Review and select the appropriate update option.