Need To Be Able To Make Wage Categories Inactive For Individual Employees

Question

Hi,  as some of our casual employees have individual wage categories created for them which change if their pay increases, job changes etc, to make it much, much easier in Timesheets, I need to be able to make their individual wage categories "Inactive" so they don't show when I do their timesheet and it saves me accidentally processing the wrong category eg.  A casual started off on the base rate for nightshift - "Nightshift Base Hours" but then got a pay increase so went to "Nightshift Base 2".  Each week though when I do his Timesheet for the weekly pays, the dropdown box shows both Nightshift Base Hours & Nightshift Base 2.  When I am rushing or tired, I sometimes process it against the wrong one.  I need to make the "Nightshift Base Hours" category for him "Inactive" and stop it from showing each week.  I only want the categories showing that are currently valid.  Please make this possible.

Shella_A · Answer

Hi @Jaydana1,

Thanks for the response. This specific feature is not currently on the system. However, your feedback is valuable, and I recommend sharing this suggestion with our AccountRight product ideas board for further consideration.

Please let me know if there's anything else I can assist you with. You may also reach out to our online help center, MOCA, for further assistance if needed.

Kind regards,

Shella

Jaydana1 · Answer

Hi thank you for the response however that doesn't help, sorry.  I'm aware you cannot remove the payroll category, my suggestion is for it to become "inactive" for that particular employee.  It remains on the employee's card but doesn't show on the timesheet anymore once it has been marked "inactive"  I cannot remove the "tick" as it has been used previously.  So the employee's card has that payroll category "ticked" but if you go into the payroll category, there needs to be a button (similar to other cards) that you can make it "inactive" just for that employee.  The category is used by other people so no, I can't rename it or make it zzz as it is needed for other people's timesheets, I just want it "inactive" for this particular person so when I do his timesheet, the category no longer appears for selection which saves any errors when processing.  Just needs to be more user friendly.  At the moment the way it is set up, it is "all or nothing".  Needs to be a way to not "remove" it but just stop it showing up anymore for selection when doing timesheets.

Shella_A · Answer

Hi @Jaydana1,

Thanks for your post.

A payroll category cannot actually be removed from an employee’s card if it has ever been recorded on a timesheet for that employee. If it has been used previously, you could rename it and add zzz to the front of the wage category name (if it is no longer in use). This would put it at the bottom of the similar-typed wage categories, which would help make it more obvious that the wage category wasn’t being used.

If you'll be unlinking payroll categories in the employee's card, this can be done by going to Card File >> Card List >> Select Employee >> Select Payroll Details >> Untick the selected payroll categories >> Select OK to save changes. Or go to Payroll >>Payroll categories >> select category >> select employee to open the list of employees and untick >> select okay to save changes.

However, it is not possible to unlink a payroll category once it has been used in a timesheet. If this is an unused payroll category, could you remove it from the timesheet? Once this is not included in the timesheet, you can always go back to the employee's payroll details to unlink it.

Please let me know if you need further help.

Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this.

Kind regards,
Shella