Employees should only be deleted in Humanforce Payroll in very limited circumstances - for example, where the record is manually created in error and needs to be removed. If you are seeking to process a termination, see Process a Normal Termination (Resignation), which will ensure your employees' termination dates are automatically synced to Humanforce WFM.
In the unlikely event that you need to manually delete an employee directly in Humanforce Payroll, follow the steps below. Note that deleting an employee in Humanforce Payroll will not terminate the employee record in Humanforce WFM.
You will not be permitted to delete any employee who:
- has been paid
- is attached to a hierarchy
- is a stakeholder
- has a finalised ad-hoc EFT transaction.
The payroll must also be in Setup/Active status for an employee to be deleted.
To delete an employee:
- Go to Payroll > Payroll Utilities > Employee Delete
- Start typing the employee name and select the employee from the auto-fill drop-down list
- Click Delete.
If you cannot see Employee Delete in your menu:
- Go to Administration > Menu Construction and drag-and-drop the menu item to your preferred menu location
- Go to Roles in Administration > Role Definition, and click the relevant role to update the menu assignment.