Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Set up employees and payroll items

Manage inactive employee status

When an employee leaves your company, you'll need to update their status. Follow these steps to manage employee records effectively.

Change an employee's status to inactive

  1. Select
    Setup
    , then
    Employees
    .
  2. Select the client and employee.
  3. Select
    Edit
    .
  4. Go to the
    Personal
     tab.
  5. Enter the last day of employment in the
    Inactive Date
     field.
  6. Select
    Enter
    . The employee will no longer display in the list.

View inactive employees in the Employees screen

  1. Select
    Setup
    , then
    Employees
    .
  2. Mark
    Include inactive
    . Inactive employees will display in italics.

View inactive employees in the Enter Transactions screen

  1. Select
    Actions
    , then
    Enter Transactions
    .
  2. Select
    Edit
    , then
    Options
    .
  3. Select the
    Payroll
     tab.
  4. Mark the
    Include inactive employees
     checkbox.
  5. Select
    OK
    .

Exclude inactive employees from reports

  1. Select
    File
    , then
    Print Reports
    .
  2. Select the report.
  3. In the Filtering and Sorting section, select the
    Employee
     tab (if available).
  4. Select
    Status
     in the
    Filter by
     field.
  5. Select
    is
     in the
    Method
     field.
  6. Select
    Active
     from the
    Selected
     dropdown.

Reactivate an employee

  1. Select
    Setup
    , then
    Employees
    .
  2. Select the
    Personal
     tab, then
    Edit
    .
  3. Mark the
    Include inactive
     checkbox to display the employee.
  4. Do 1 of the following:
    • Clear the
      Inactive date
       field.
    • Enter a new
      Hire date
       later than the
      Inactive date
      .

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll checks, Setup
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close