Select the
employees to combine or change.
| Field | Description |
|---|
| Combine Existing
Employees
|
Select this option if you want to consolidate existing
employees.
DPS allows you to enter an existing
employee number in the
New
Employee field.
If your firm uses multiple companies, the
employee is associated with more than one company, and you select the
Combine Existing
Employees option, all of the associated companies will be combined if both
employees are already associated with the same companies. An associated company record will be added if the New
Employee number is not already associated with a company with which the Old
Employee number is associated.
When you combine records that contain one or more attached documents, all documents from both records are attached to the new record.
|
|
Employee
|
Select the
employee numbers that you want to change by performing one of the following actions:
- Click
Insert to insert a new row in which you can use the
Employee lookup to select one
employee number.
- Click
Lookup/Insert to display the
Employee lookup, where you can select one, more than one, or all
employee numbers.
|
| Name
|
This field displays the name of the
employee. Click this field to go to the
Employees hub, where you can modify
employee data.
|
| New
Employee
|
Enter a new
employee number. Or, if you selected the
Combine Existing
Employees option, enter an existing
employee number.
|
