Internal Transfer Without Losing Historical Records

This guide explains how to transfer employees internally in Worksy to ensure payroll is correctly processed under the new entity. 

• Leave balances
• Annual leave entitlements
• Claims (both pending and approved)
• Claim entitlements

Before initiating a transfer:

• Ensure the target company already exists in your Worksy system.
• Only then proceed to update the employee’s company.

There are two methods to update an employee’s company:

• Method A: Use Progression Update
• Method B: Bulk Transfers Using Import Tool

Method A: Use Progression Update

Use this if you want to set a specific effective date or track the transfer formally in Worksy.

Step 1

On the left menu, go to Employee (a) > Progression (b) > Update (c). Select the employee you want to transfer.

Step 2

Choose the effective date of the transfer and select the new company from the drop down list. The effective date can be set in the past or future.

You may update other fields as well if there are applicable changes.

Click Update Employee at the bottom of the screen to save the progression.

Method B: Bulk Transfers Using Import Tool

This method is for transferring multiple employees at once:

Step 1

Go to Utility (a) > Import Tool (b) > Employee (c).

Step 2

Select Progression. Then, click Next.

Step 3

Download the template provided. Fill in employee details, including mandatory fields:

• Employee ID
• New company
• Effective date

Upload the completed template back into the right column.

Tips:

• Double-check effective dates before uploading to avoid payroll discrepancies.
• Ensure all employee IDs are correct to prevent errors during import.

Historical Records After Progression

The following data remains intact:

• Attendance 
• Leave balance and entitlement
• Claims (both pending and approved)
• Claim entitlement

Notes:

• Since both companies exist in the same Worksy environment, historical data remains visible under the employee profile.
• Employees can continue using their existing leave and claim balances seamlessly in the new company.

Claims and Payroll

• Claims and payroll processed after the progression date will be recorded under the new company.
• If payroll has already been processed before the progression date:
  1. Delete the employee’s existing payslip(s) for that period.
  2. Reprocess payroll using a payment date after the progression date.

Related

• Update Employee Info & Salary in Progression
  
• Fix Effective Date to Show Correct Employee Info in Payslip
• How to Have Different Company in EA form

We hope this explanation clarifies the matter. If you require additional assistance, do not hesitate to contact our support team.