I have one client who uses lots of different payroll categories. As the staff increase up a level, their old level/category remains in their file. Can you please allow us to archive the payroll category for the staff member when no longer required. It can be time consuming for the manager to search through and remember what category each staff member is on every week., especially with a staff of 15 plus employees each week.
Hi WendyFSBK,
Archiving payroll categories isn't currently possible if they have been used in a pay run before. However, you can untick the old categories in the employee's card file to prevent them from being used in future pay runs. This way, they won't clutter the selection list when processing payroll. You may also check this post in the community forum for other tips.
Kind regards,
Shella
Hi Sheila,
That doesn't work. If they have previously been used in a staff member payrun, they cannot be deleted.
Hi WendyFSBK,
Sorry for the confusion regarding old payroll categories. The ability to archive old payroll categories isn't available. What you can do to those categories would be to rename them or put "Z" in front of the payroll category name, so they'll show up at the bottom of the list.
Regards,
Sai
If you put a 'z' in front of them, does that mean that they can't be used by any other employee though? All staff are different ages and on different categories and they change from time to time, so other staff may need the category that one staff member no longer needs.
Thank you Sai,
I am not sure how useful that would be. We have 6 different levels for Public Holidays, Saturdays & Sundays. Also the same for Base Hourly. Plus we have Juniors from 15 yrs to 19 yrs in the same categories as above.
We have a lot of iterant workers. The business is a large cafe. We use 72 different categories. I would have to put 'z' in front of a lot of categories. This would then put them out of alphabetical order, when I have a new employee and I am trying to enter their categories.
Regards
Wendy
Hi WendyFSBK,
I know it's not the ideal solution, but adding a "z" in front of the name of your payroll categories is your best bet since archiving payroll categories isn't possible. You can use a different naming convention that won't mess up the order and will make sorting and identifying them easier. Also, I encourage you to post a feature suggestion about archiving payroll categories that have been used in a transaction on our Ideas exchange board. This way, other users can vote on it, and our developer team can consider it for future updates.
Cheers,
Princess
