Make an employee inactive
If you no longer provide payslips or other documents to an employee or an employee is no longer active with your company, you can make the employee record inactive instead of deleting the record.
Click Employees in the navigation panel, and toggle the Active switch off for the employee you want to make inactive.
- When you make an employee record inactive, that employee will no longer appear in the list of employees in the Employee screen by default.
- To view inactive employee records, mark the Include inactive checkbox in the Employees screen. Inactive employees appear in italicized text in the list.
- To reactivate an employee record, click the employee record in the Employees screen, and toggle the Active switch on for the employee.
The availability of some or all of these features depends on your OnBalance contract and/or configuration.