If an employee has changed their surname (e.g., due to marriage), we need to record this change in the system. This guide will show you how to do so without affecting already calculated payroll and generated liabilities.
Changing the surname
The surname is changed in the usual way via the Employees - HR menu. Before making this change, however, you must use the Add setting button at the top to enter the date from which you want the change to take effect.
You can now make the surname change:
In the Person settings bar at the top, you can now see that a new setting has been added. If you switch back to the original setting, you will see the surname as it was before the change:
Even if you were to recalculate payroll and regenerate liabilities for previous months, the surname there will remain unchanged.
Print outputs and payroll updates
In the HR module, the employee will be displayed under their new surname:
In the payroll update, the employee appears under their original surname for previous months:
After this change, the employee is displayed with the new surname:
Regarding print outputs, the same rule applies for the tax authority (FÚ) as for payroll updates — the change is therefore dependent on the date entered in the HR module. For outputs covering the entire year (e.g., the payroll sheet), the employee already appears under the new surname. It is important to note, however, that the personal number remains the same throughout.
Bulk notification for the health insurance company and CSSZ
Flexi only includes the employee's registration at the start of employment and deregistration at the end of employment in the bulk notification output. In the event of an employee's surname change, these outputs must be completed manually.
