How to delete an employee

Inactivate the employee

1. Put the employee as Inactive in the employee record. See How to make records inactive.
2. Verify that the employee doesn’t appear in the paycheques or reports. 

 NOTE: This helps if the employee returns unexpectedly or if the CRA requests information within six years. 

Delete the employee and all paycheque transactions.

1. Check that the last date paid is not in the current or previous fiscal year

1. Go to the employee record.
2. On the Personal tab, see the Date Last Paid date.
3. If the date falls in the current or previous fiscal year, you can't delete the employee record. Otherwise, follow Step 2.

2. Clear payrollcheque details and remove the employee

1. Make a backup of your data.
2. Delete the employee payroll details by going to Maintenance, Clear Data, Clear Paycheque Details...
3. Select the employee and date to clear paycheque details, including the current or previous fiscal year. Click OK.
4. Open the employee record.
5. Select the employee and click File, then Remove.