How Do I Inactivate or Delete an Employee?

How to Inactivate an Employee

If you don’t have Patriot HR or a Vestwell integrated 401(k) plan, follow these steps to inactivate an employee:

1. Go to Payroll > Employees > Employee List.
2. Find the employee and slide the “Status” toggle from Active to Inactive.
3. Confirm by selecting “Yes” on the prompt.

To reactivate an employee, slide the toggle back to Active.

Alternatively, you can:

1. Click the employee’s name in the Employee List.
2. Go to the Employee Info section and click Edit.
3. Slide the “Status” toggle from Active to Inactive and click Save Employee.

The employee will no longer appear on the Payroll Entry screen.

Note:

• You cannot delete an employee with payroll history, but you can inactivate them.
• To access more employee status options, consider adding Patriot’s human resources software. Go to Settings > Company Settings > Add or Cancel Software, click +Add under HR Software, and save.

For Patriot HR or Vestwell Users:

• Select the employee’s new status from the dropdown and add status history as prompted. See “Using Employee Status History in Patriot HR,” for more information.

For Patriot TIME Users:

• You cannot inactivate an employee if they have unpaid hours in a saved time card.

To Delete an Employee (No Payroll History):

1. Go to Payroll > Employees > Employee List.
2. Select the employee’s name.
3. On the Employee Info tab, click “Delete This Employee.”
4. Confirm the deletion.

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