How to Move Employees Between Companies

This tutorial shows how to move employees between companies inside Payroll Mate® software.

 

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Summary of Steps

This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.

Make sure you have the correct Company open inside Payroll Mate

  • Click → Reports from shortcuts
  • Click → Employee List
  • Click → Report Options
  • Select beginning and ending pay dates
  • Click → OK
  • Click → Preview – Export (Report preview will open)
  • In preview window, Click → File
  • Select Export To → CSV Document
  • Select location to save the CSV file
  • Click → Save

Open the CSV file inside a spreadsheet program such as Excel

  • Edit the employee data to the Payroll Mate format, then Save the CSV file

Go back into Payroll Mate

  • Click → File
  • Select Open Company
  • Select the company to import employees into
  • Click → OK
  • Click → Tools
  • Select Import Employees
  • Payroll Mate Import utility will open, Click → Step (1) Click here to Load a generic CSV file
  • Select saved CSV file
  • Click → Open
  • Read the import information regarding importing employees
  • Click → OK
  • Map each column
  • Click → Step (2) Click here to Import the list of employees into Payroll Mate
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