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deleting an employee

Question asked by Marie Hughes 5 years ago

Hi, I've added a new employee twice in error, How do I delete one from Clearbooks payroll?

8 Replies

file

Scroll to the bottom of the home screen where you'll see a list of employees & directors. You should be able to click the red cross next to the one you don't want.

Aaaargh, I don't have a list of these on my home screen!!

file

Oh, I see, on Payroll not Accounting. OK thanks

That only removes the employee from the payroll list, but not from the HR section. How do you remove the employee record completely?

Hi David,

When the employee was created they would also have been created as a supplier in the accounting software. Navigate to the suppliers list in the main Clear Books accounting package Contacts > Suppliers and click the Edit supplier button for the appropriate supplier.

file

In the Supplier Invoice defaults tab open the Employment status drop-down menu and select N/A. Click Save to accept the change.

file

This should remove that supplier as an employee from all employee lists in HR. You can also delete or archive them as a supplier if you wish.

Please let me know if this does not remove the employee and I will look into it further.

Thank you, I see how to Archive, but not how to delete! Shirley

Hi Shirley,

If there are bills associated with that supplier you will not be able to delete them and the only option available will be to archive.

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