An explanation of how to delete an employee from the system or terminate their employment and document information related to the end of their service.
Delete Employee:
- Access the Employees List:
- From the dropdown menu, select Employees.
- Delete the Employee:
- Click the Delete icon next to the employee’s name.
- Alert: The employee’s accounting records will remain saved, and the same employee ID number cannot be used for a new employee.
Terminate Employee:
- End of Service:
- Click the End of Service icon next to the employee’s name.
- Fill in Termination Data:
- Reference: A reference number for the termination.
- Reason for Departure: Select the appropriate reason.
- Date: The date of termination.
- Notes: Additional information about the termination.
- End of Service Bonus Amount: If applicable.
- Review and save the data.
Important Notes:
- You can delete the employee even if they have transactions, and the employee’s accounting records will not be deleted.
- If you want to remove employees (payroll) because you changed your subscription tier, you need to delete the employee and you don’t need to erase the transactions. The billing will only be based on employees with an ‘Active’ status.
- After deleting or terminating the employee’s employment, they will not appear in any future payroll runs.
