deleting an employee

Question asked by Marie Hughes 10 years ago

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

8 Replies

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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.

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

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.

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

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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.

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

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

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

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.

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