Copy Employees

Copy Employees

If you are working under multiple Project/Database owners, you can copy employees from one account to another. However, you may be required to enter additional data for employee setup.

This assists when you are working for different Project Databases Administrators and have multiple accounts. 

It is recommended that you gather your pertinent account information before you follow the steps below. You will need: your User ID’s for both your source and target database, and your Password for both the source and target database. (It is possible that the logins are the same). 

1. Go to the Set Up tab. 
2. Click on Copy Employees.
3. Enter your Source database User ID. 
4. Enter your Source database Password. 
5. Select the Source Account database you will be using. 
6. Enter your Target database User ID. 
7. Enter your Target database Password. 
8. Select the Target Account database you will be using. 

Below is a step-by-step explanation of how LCPtracker copies employees from one database to another. 

• Obtains the Contractor ID for the Source Contractor. 
• Accesses the employee table and copies all employees from this Source Contractor only. 
• If using Daily Reporter and the employee’s name contains the word “Unreconciled,” the employee will then be deleted from the list of employees to be copied over to the Target Contractor. Please consider reconciling all employees before you copy so this is not an issue. 
• System then accesses the Contractor ID and the Contractor’s License for the target Contractor. 
• All duplicate employees under the same Target Contractor are then removed from the list to be copied over. If either or both fields match, then the employee is not copied over. The system checks against: 
  • Employee ID
  • Employee Social Security Number
• The system then creates a pop-up message with the number of employees copied over to the New Target Contractor account. It will state “Copy of employees successful. Number of records copied is {xx}”. 
• If there are no records to copy over, the pop-up message will state “No records to copy.” 

Once you have completed the copy, the system will give you a message letting you know how many employees were copied between your accounts.

Note: you may still be required to perform additional employee setup based on the parameters and requirements of that Project Administrator. To avoid potential problems certifying your payrolls after this process, we recommend that you check your employees after you have completed the copy process to confirm if you have any missing information. 

The following fields do NOT copy over. We recommend that you check your target database after copying to see if any additional information will be needed. 

• I-9 Verified.
• Section 3 Housing Status.
• Apprentice information (all related fields).
• Demographic Classifications.
• Geographic Area Assignments (Ward, Geographic Area, Congressional District, State Senate District, etc.).