Deleting Employee cards and Payroll categories

Question

I work in the trucking industry and over the years we have had many employees, some of whom did not stay very long. I have marked their cards as inactive.

Associated with this, we have many payroll categories but most are no longer required. I can't find a way to delete these categories or make them inactive. I can't even deselect an employee from that category if they at some stage, maybe years ago, used it.

Consequently I have current employees with many wage categories to choose from on timesheets and then show on payroll entries.

I really would like to tidy up these screens to make entering timesheets and doing payroll more efficient and less open to errors.

Any suggestions please?

cloverq · Answer

Hi&nbsp;CoCoSan&nbsp;
&nbsp;
Once the employee or the payroll category has been used in a transaction, it prevents them from being deleted. Marking applicable cards as inactive is certainly the correct process.&nbsp;
&nbsp;
To make the list clearer for data entry, I'd suggest renaming the unwanted cards/payroll categories, adding Z or ZZ etc in front of their names, so they always appear at the bottom of the list, making the selection of the active ones easier&nbsp;and quicker.&nbsp;
&nbsp;
I hope this helps. If you have any further questions please feel free to let us know.

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Deleting Employee cards and Payroll categories

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