Convert Employee Keys

Use the Employee Key Conversion utility to change an employee number or to close out (consolidate) employee number data into a single employee number.

When you consolidate data between two existing employee numbers, Vision:

  • Retains duplicate Time records and updates the sequence so that the old employee detail lines appear after the new employee, but deletes duplicate Timesheet master and Time master records.
  • Combines duplicate employee accrual detail records by adding earned, taken, earned since last payroll, and taken since last payroll information.
  • Combines duplicate employee accrual master records by adding current earned, current taken, and hours.
  • Deletes duplicate employee contact association records.

Prerequisite: Back up your Vision database.

To change employee numbers, complete the following steps:

  1. From the Vision Navigation menu, click Utilities > Key Conversions > Employees.
  2. Complete the fields on this form Key Convert Employees form.
  3. Select one of the following actions:
    Option Description
    To save the conversion to run later Click Save.
    To run the conversion now Click Run.
    To schedule the conversion to run on a regular basis via the process server Click Schedule and complete the Schedule dialog box.