Starting to use Payroll with existing employee

Question asked by Luke Fitzmaurice 10 years ago

Hi, I have been using Accounting to record employee-Director expenses and salary via Bank Reconciliation & Expense Claims.

Recently I realised that Payroll would be a better way to do this, however in looking into this two things came up that I need help with:

1) To do this properly I need the existing salary, expenses & dividends from the existing records within Accounting to be synchronised into the new Payroll user

2) When - whilst looking into using Payroll, I created myself as a Director in Payroll it created a second staff member in the Expenses section of Accounting... I then deleted myself from Payroll but I am still showing as a second employee / director in Accounting.

  • Is it possible to remove the new person/profile created from Accounting?

Clearly I should have started using Payroll immediately but as I didn't I now need a way to transfer across onto using it...

Any help would be appreciated...

Thanks

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10 Replies

Oh I see Luke...

OK, so what you need to do is navigate to your Suppliers list in Clear Books. If you click on Luke David Fitzmaurice's name and click edit contact you should then see the option to delete him from the system.

file

Best answer
10 years ago

Hi Luke,

When you add an employee to Payroll you can then go into the accounting part of the system, navigate to the users tab and then assign an associated employee with a current Clear Books user. This will allow that user to see those details.

Unfortunately there is no way to import the information you have input into the system over to Open Payroll. You will have to re enter all of the details in to Open Payroll yourself. The best thing I would advise in this instance is that until you are up to date you do not use the import into accounts feature as that would duplicate a number of transactions.

As for the extra employee, which one of the two would you like to remove?

Thanks

Chris

10 years ago

Thanks... I will try that.

The one to remove is 'Luke David Fitzmaurice'.

Luke

10 years ago

Hi Luke,

Could you go to that employee's profile please and fill in the remaining required information, including job title and DOB. These are required fields and could be affecting the system.

Chris

10 years ago

Hi,

I have both associated the Employee user with my Clear Books profile & completed the info you requested above.

  • still can't see how to remove the Payroll profile for 'Luke David Fitzmaurice' though...
10 years ago

Have you ever run a payroll for them?

10 years ago

No - don't want to either.

At present the only thing I am wanting to do is delete the fictional (& duplicate) employee Luke David Fitzmaurice.

Where should the delete function be?

10 years ago

Hi Luke,

I have now managed to delete them for you. It's on the home > overview page. At the bottom you will now see that you have one employee left and that they also have a red x next to their name.

Hope this helps

Chris

10 years ago

Sorry...

It's not deleting them from Payroll that I was having a problem with. It's the fact that Luke David Fitzmaurice still appears as an Employee in Clear Books.

I have attached a Screenshot taken after you deleted Luke David Fitzmaurice from Payroll but it's still there in Clear Books...

file

10 years ago

Oh I see Luke...

OK, so what you need to do is navigate to your Suppliers list in Clear Books. If you click on Luke David Fitzmaurice's name and click edit contact you should then see the option to delete him from the system.

file

Best answer
10 years ago

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