Integrate an employee move with Payroll

1. Go to Payroll > Home > Change Payroll Company. A list of payroll companies and payroll frequencies that are marked as In Use is displayed.

2. In the Actions column for the payroll company you want to move the employee to, select Use This Payroll.
3. Go to Employee Data > Integration.
4. On the Integration screen, select Employee Move. A list of employees with a payroll start date in the current period is displayed.
5. Check the details of the employee you want to move and review any warnings.
6. Select the box next to the employee’s details then click Synchronise to move the employee’s associated payroll records to the new payroll company. A confirmation message is displayed.
7. To export the results for your records, select Export Integration Report.
8. If you've moved the employee to a payroll company with a different PAYE reference (see PAYE references: different and matching) and you want to print a P45, go to the employee’s records in the payroll company they moved from, and then print the P45 in the usual way.
9. If required, manually update any of the following records for the employee in their new payroll company:
   • Pensions
   • Court Orders
   • Vehicle mileage schemes
   • Any relevant year to date (YTD) information.

When complete, you can continue to process your payroll.