Change or Copy a Person's ID in CRS532

This document explains how to change the identity for a person or copy the ID of a person who is registered in 'Person. Open' (CRS530). A 'person' is most often an employee, which is why the word 'employee' will be used hereafter.

Note: A 'person' does not have to be an employee; he or she could work on a consultant basis, for example.

Examples of when to change or copy a person's ID:

Outcome

The following outcomes are possible:

If an employee's identity is changed, you can use the new identity for further processing.

If an employee's identity is copied, you might have to manually adjust the employee information in (CRS530) to ensure that it is absolutely correct for the new employee. If the copying was done because the employee's job description changed, it will still be possible to use the old identity to search for history transactions, and so on.

Before you start

Follow these steps

  1. To specify a current or new employee identity, start 'Employee. Delete' (CRS532/E).

  2. Specify the company number of the current employee identity and the new company number.

    If the same company should be used, specify the same company in both fields.

  3. Specify the division number of the current employee identity and the new division number.

    If the same division should be used, specify the same division in both fields. If divisions are not used, leave the fields blank.

  4. Specify the employee number of the current employee identity and the new employee number.

    If the same employee number should be used, specify the same number in both fields.

  5. Select one of the alternatives:

    • To change the identity of an existing employee, go to step 6.
    • To copy the identity of an existing employee (perhaps a template employee) to create a new employee, go to step 10..
  6. To change an employee identity, select alternative 1 in the 'Change/copy' field.

  7. Select the 'Employee information' check box, to change the employee identity in all employee files, and also all files where the employee identity occurs outside Time and Attendance.

    This check box must be selected.

  8. Select the 'Transaction' check box, to change the employee identity on all active transactions in Time and Attendance belonging to the current employee identity.

    This check box must be selected. With active transactions means all transactions that are not history transactions, such as time transactions, absence transactions, operation time transactions, and so on.

  9. Select the 'Transaction history' check box, to change the employee identity on all transactions stored in the history files in Time and Attendance. Press F14 to start the change.

    This check box must be selected.

  10. To copy an employee identity, select alternative 2 in the 'Change/copy' field.

  11. Select the 'Employee information' check box, to copy information in all employee files, and also all files outside Time and Attendance, for the current employee identity to the new identity.

    This check box must be selected.

  12. Select the 'Transaction' check box, if you want all active transactions in Time and Attendance belonging to the current employee identity to be copied to the new identity.

    With active transactions means all transactions that are not history transactions, such as time transactions, absence transactions, operation time transactions, and so on.

  13. Select the 'Transaction history' check box if you want all transactions stored in the history files in Time and Attendance that belong to the current employee identity to be copied to the new identity. Press F14 to start the copying.

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