IMPORT EMPLOYEE MASTERFILE

I am on Pastel Payroll Version 2024 Update 1

I currently have a company for YE2024 but I need to create a new company for YE2023 in order to do the IRP5's.

How do I copy ALL the information including employees from 2024 into 2023?

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  • 0

    Hi ,

    Thank you for the post.

    On the 2024 Company:

    1. Click on File; Import/ Export
    2. Click on the Selection dropdown and select Export Employee Masterfile.
    3. Select Browse to save the EgenMF01 file to the desired file location,
    4. Click on OK and Process.

    On the new company created:

    1. Click on File; Import/ Export
    2. Click on the Selection dropdown and select Import Employee Masterfile.
    3. Select Browse to where the EgenMF01 file has been saved.
    4. Click on OK and Process.

    Please note that the same Company information that is on the 2024 needs to be on the 2023 company.

    Check all the tabs on the Setup - Company Parameters.

    As well as the Cost Centers, Job Codes etc.

    • If  my suggested answer has worked for you, please click on verify Answer.

    Kind regards

    Christelle

Reply
  • 0

    Hi ,

    Thank you for the post.

    On the 2024 Company:

    1. Click on File; Import/ Export
    2. Click on the Selection dropdown and select Export Employee Masterfile.
    3. Select Browse to save the EgenMF01 file to the desired file location,
    4. Click on OK and Process.

    On the new company created:

    1. Click on File; Import/ Export
    2. Click on the Selection dropdown and select Import Employee Masterfile.
    3. Select Browse to where the EgenMF01 file has been saved.
    4. Click on OK and Process.

    Please note that the same Company information that is on the 2024 needs to be on the 2023 company.

    Check all the tabs on the Setup - Company Parameters.

    As well as the Cost Centers, Job Codes etc.

    • If  my suggested answer has worked for you, please click on verify Answer.

    Kind regards

    Christelle

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