How Do I Inactivate or Delete an Employee?

How to Inactivate an Employee

From the employee list:

1. Go to Payroll > Employees > Employee List.
2. Find the employee and slide the “Status” toggle from Active to “Inactive” or “Terminated”
3. Enter an effective date.
4. Enter a last payroll date (Optional )
5. Confirm by selecting “Yes” on the prompt.

From the employee record:

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

Patriot TIME Users:

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

How to Delete an Employee

You’ll only be able to delete an employee if you have not run payroll for them and they also do not have any payroll history entered in the software. If you have any type of transactions with the employee, you will not be able to delete them and will not see an option for this. You will need to “Inactivate” the employee instead. For employees that do not have payroll history or payrolls:

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.

Was this article helpful? *

• Yes
• No

Comments:

0 of 200 max words.

Submit

Your feedback will not receive a reply. If you have a specific issue, please reach out to our support team here.