Table of Contents

Merge different employees into an employer

Eric Updated by Eric

Here are two common reasons why a user might need to merge different employees into one employer.

An employee's data was input on more than one computer

A user may have entered employees for an employer on more than one computer (each using the same program year of Payroll System) and wishes to merge the employees.

  1. Back up the employer from the computer that should contain the merged employee.
  2. Find the same employer in the second computer's Payroll System. If its Federal ID is the same on both computers, double-click on the employer in the second computer and give it a different Control Number.
  3. Restore the employer to the first computer. This will add the "restored" employer as a separate employer.
    The restore process does not merge employees but instead overwrites an existing employer with the contents of the backup unless either the Federal ID or Control Number don't match
  4. Move the employee from one copy of the employer to the correct employer. See Move employee/recipient to another client.
  5. After moving the employees the duplicate employer may be deleted.

A user entered new employees but later realized they could just be imported from the previous year

A user may have entered new employees for an employer and then realized that they could import last year's employers and employees.

  1. Ensure the employer has a different Control Number in the later Payroll System than it did in the prior year Payroll System.
  2. Import the employer from the prior year.
  3. Move the employee to correct employer. See Move employee/recipient to another client.
  4. After moving the employees the duplicate employer may be deleted.

How did we do?

Importing prior year clients/payees/preparers/labels

Move employee/recipient to another client

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