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How do I move employees from one contract or company to another on the Pluxee Client Portal?

3 min to read

You can transfer employees from one entity (contract or company) to another using the Change Entity feature on the Pluxee Client Portal.

  1. Go to https://account.clients.pluxee.in and log in using your registered email ID.
  2. Select the relevant Contract ID.
  3. Click the three-line menu icon (☰) in the top-right corner of the overview screen.
  4. From the ‘Employee Master’ dropdown, select ‘Change Entity’.
  5. Choose:
    1. From Contract – the current contract from which employees will be moved.
    2. To Contract – the new contract to which employees will be transferred.
  6. Download the file format/template provided in the link.
  7. Fill in the necessary employee details in the Excel file (as per format).
  8. Upload the completed file back on the same screen.

Once uploaded, the selected employees will be reassigned to the new contract.