How to copy data from one employer to another in Celery
In Celery there is no button to copy an employee or employer. What is possible is to create a Celery Export file of the employer and e.g. import employees into another employer.
For this option you need permissions as an account user.
Preparation
First create an export file of the data you want to copy. Click here for a manual.
If you are going to read in employees, make sure that all self created wage codes in the other company also occur in the new company, otherwise they will not be imported.
You do not need to create the new employer in your account first. This is taken from the copy.
Importing employer with full setup
Go to Account next to your name and choose the import & export tab
Choose import employers and then Celery import
Under step 1 choose the file you just exported
In step 2 your file will be checked
In step 3 you can select the desired employer. Then press import
After reading in, a copy of the employer has been created containing the payroll codes and the general ledger chart. In this new copy employer you can adjust the employer data to the data of the new employer.
Then you can import all employees or a selection via import employees / celery import.
Importing (all) employee(s)
Go to Account next to your name and choose the import & export tab
Choose import employees and then the Celery import
Under step 1 choose the file you just exported
In step 2 your file will be checked
In step 3 you can select the desired employee(s). Then press import
After pressing import the employee(s) will be imported.
In case of importing all employees we would like to advise you to check if all wage codes are also copied. Wage codes that do not exist at the second employer will not be copied.