Client Account Tasks
 

Create or Delete Employee Records

Software Tools Deleted employee names and accompanying records will be permanently lost.  

Reminder: If you do not especially desire to delete an employee and all associated records but do desire to terminate their employment, simply enter an End Date  in the employee's personal Employee Setup file.  By entering an end date, the employee will be moved to the inactive list, their records will be accessible, and they will be exempt from service fees.

Step 1

Deleting an employee is an operation defined as a Stored Procedure.  The available Stored Procedures  link is located in the Administration  link of the Main Menu (see illustrations).

 

 

 

 

 

 

 

 

 

 

 

Step 2 The Stored Procedures  link will display an entry box.  To run any procedure, enter its name, "delete employee" or "delete many employees" in this case (see illustration below).
 

 

 

 

 

 

 

Step 3
The Stored Procedures screen is used extensively by the system for various functions. All that is required is that you know the name of the function and its consequences.
 
Step 4
By submitting the procedure, a list of directions will be presented to assist in the process of permanently deleting specific employees. You must select those employees that will be deleted by choosing the link Employee Setup from the screen. 

When working with multiple employees simultaneously, be sure to click the work with selected employees button found below the employee list, or the procedure will not continue.

Once the entry is submitted, the names and previous activity records will be permanently deleted from history archives