Move or copy company

Follow this guide if you need to duplicate a company – either between clients or within the same client.

Process #

1. Download #

Download all the necessary data from the company:

1. Setup > Pay Definitions > Download… to download all Pay Definitions
2. Setup > Report Definitions > Download… to download all Report Definitions
3. If you have created departments, download these from Setup > Departments > Download
4. Optionally, if you have set up pay schedules, you may want to download these from Setup > Pay Schedules > Download
5. Optionally, if you need Pay Items, go to Tools > Create Pay Item workbook > Create template > Download to download all existing pay items.
6. If this is the same client, you should rename the company to ‘Company Old’. Important: Do not delete the old company until you have confirmed that the new company has all the necessary data – you may need to repeat some of the above steps.

2. Import a Fake company #

Create a new company:

1. Import a Fake FPS to create a new Company
2. If you need an additional test worker, you can create one now.
3. Rename the company
4. Add to Update the Pay Schedules in Setup > Pay Schedules 

Add any required test employees.

3. Upload #

If the new company has a different name from the old company, you will have to edit the files. You will find it easier to open the CSV files and save them in Excel XLSX format.

• If you’re unsure of the exact form of the new company name, a quick and easy method is to download the same file from the new company.
• If you have a Data-feed report definition that references a test worker, you will need to change that reference in the file before upload.
• You may also wish to delete all of the system Pay and Report definitions, as these will not be required and already exist in the import company e,.g. PAYE, NIC, etc.

Finally, upload the data into the new company.:

1. Setup > Pay Definitions > Upload… to upload all Pay Definitions.
2. Setup > Report Definitions > Upload…  to download all Report Definitions.
3. If you have required departments, upload these from Setup > Departments > Download all Departments.
4. Ditto for Pay Schedules

Your new company should now be ready. After you have verified that everything has moved over correctly, you may wish to delete the old company.