Payroll: Transferring an employee between companies
Updated
Payroll: Transferring an Employee Between Companies — Employee Navigator
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Transferring an employee between companies? The steps outlined below
walk you through exactly how to move an employee between companies
& ensure they remain Active with their benefits intact the entire
way.
If you have a current employee moving to a new company ID in
payroll as their Primary company,
then you must follow these steps in order to
change
their Primary subscriber group in Employee Navigator first,
before the transfer is made in Payroll.
1. Assign group in EN Apps
›
2. Set Primary in Employment
›
3. Preserve hire date?
›
4. Transfer in Payroll
Interactive Demo
Walk through the full transfer — step by step
Follow the highlighted instructions inside each step below.
This mirrors the real Employee Navigator interface — transferring
George Bailey from
Company A → Company B.
George Bailey Add a note
Employee last name, first name, or full SSN 🔍
Employee Management
Profile
Benefits Summary
Documents
Timeline
Integrations
1
Apps — Assign Group
2
Employment — Set Primary
3
Preserve Hire Date
4
Payroll Transfer
✓
Complete
👆Step 1 of 4 — Go to the employee's Profile -- Apps link, and click Assign next to Company B in the Subscriber Groups table below to add it as an integration.
👆Step 2 of 4 — From the employee's Profile -- Employment section, select Company B as the Primary, then click Save.
Employee Record ▼
Profile
Employment
Leave Status
Addresses
Contact
Compensation
ACA
Scheduled Changes
Personal
Employment
Scheduled Hours ⓘ
Employee ID
Payroll Integrations
Your Payroll Partner
Group: Company A
ID: 00J5VPBJLW0UW1OQ159I
✔
Your Payroll Partner
Group: Company B
ID: Identifier Pending
✔
📅Step 3 of 4 — Choose whether to keep George Bailey's current hire date or accept the incoming date from Company B's first payroll sync.
Preserve Hire Date? ×
You are changing your primary subscriber
group. This impacts an employee's eligibility
window. Do you want to keep the current hire
date of 05/10/2023 for eligibility
purposes?
🔄Step 4 of 4 — Now go to your Payroll system and process the transfer. Click Process Transfer below to simulate sending the record to Employee Navigator.
Your Payroll System
Dashboard
→ Employees
Payroll Runs
Reports
Settings
Transfer Employee — George Bailey
Process the transfer from
Company A → Company B. Because
Company B is already the Primary in Employee
Navigator, EN recognizes this as a continuation
— not a termination.
🔄 Employee Transfer
Terminating from
Company A
Current Primary
Transfer event
Hiring into
Company B
Primary in EN ✓
⏳
Click "Process Transfer"
to send this record to Employee Navigator.
Since Company B is the Primary in
EN, George will remain Active with
all benefit enrollments intact.
✅
Record sent to Employee Navigator.
Since Company B is the Primary in EN,
the termination of Company A's record
is ignored — George Bailey remains
Active with his
benefit enrollments and deductions
intact. Company B's new identifier
will populate shortly.
✓
Transfer Complete
George Bailey has been successfully transferred
to Company B.
EmployeeGeorge Bailey
From companyCompany A
To companyCompany B
Hire date05/10/2023 (preserved)
Deductions synced✓ Automatic
Employee status in EN✓ Active — no termination sent
FAQs & troubleshooting
QWhat if I did this
out of order and my employee has been inadvertently terminated
in Employee Navigator?
This is fixable. Follow these three steps:
Go to the employee's Profile in EN
→ find the Termination Actions
box on the right-hand side → click
Undo Termination. This reinstates
the employee.
Click the employee's Employment
link → check off the Payroll Integrations
box for their new company → click Save.
Go to your
Payroll tab → Integration Health dashboard
→ find the employee's Inbound Demographics
category → Actions icon → Pull from payroll.
QWill the employee's
deductions automatically send to payroll after changing
Subscriber Groups?
Yes — as long as the change is correctly made in
Employee Navigator first by following the
transfer steps above.
For all ADP customers with multiple company codes
This covers how to properly transfer an employee in ADP when
they are moving from one company to another
within the same OrgID — not a true termination.
Click below to expand the steps.
!
Critical: If done out of order,
ADP may send Employee Navigator an inadvertent
termination. Follow this sequence exactly.
1
Create the new hire record in ADP
Do this before selecting a new Primary
or processing any termination
In your ADP system, create a new hire record
for the employee within the
new company code they are
moving to. Do not process the transfer event
yet.
2
Select the new record as 'Primary' in ADP
Must happen before the old company code is terminated
In ADP, select the new company code record
as the employee's Primary position.
Once the new record is Primary, ADP will
not treat the old company's termination as
the employee's primary status, and Employee
Navigator will not receive a termination.
3
Process the transfer event in ADP
Terminate the record in Company A (original company code)
Now process the transfer event to terminate
the employee in Company A.
Because the new record is already Primary,
ADP will not send Employee
Navigator the termination.
4
Verify in Employee Navigator
Confirm no inadvertent termination was sent
Verify in Employee Navigator that the employee's
record is active with the new company code
as Primary. Check your Integration Health
dashboard for any flags.
Payroll tab ›
Integration Health
!
Deductions are not automatic for ADP transfers:
When an employee transfers between Company Codes
in ADP, their deductions are not automatically
moved. You will need to
manually transfer the deductions
to the other company in ADP.
Wrong order
Process termination in Company A first
Create new hire in Company B
Select Company B as Primary
✕ ADP sends EN a termination. Employee
shows as incorrectly terminated.
Correct order
Create new hire in Company B
Select Company B as Primary in ADP
Then process termination
in Company A
✓ Company A's termination is ignored
— employee stays active with correct
company code.
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