Update Terminated Employee Records to appear on the Payee Dropdown List of Payroll Adjustment screen

When creating Payroll adjustments, terminated employees cannot be selected from the list.

Here are the steps to update the termination date for multiple employee records:

Create an Employee search:

1.    Navigate Reports > Saved Searches > New

2.    Click on Employee hyperlink

3.    Under the Criteria tab > Filter

4.    Select Release Date

5.    Description > Is within This year

6.    Under the Results tab Select the following:

     Internal ID

     Name

     Release Date

     Inactive

7.  Submit

8.  Export the File via CSV and save it to desktop

9.  The saved search will show inactive employees within the time frame selected

Note: Before doing the update, ensure the Include in Payroll checkbox is marked.

Import the File:

1.    Navigate to Set up > Import/Export > Import CSV record

2.    Import type > Employees

3.    Record type > Employees

4.    CSV file > Select one file to upload

5.    Select the file

6.    Click Next

7.    Data Handling > Update

8.    Click Next

9.    Click on the Pencil Icon for Release date > Set Value to Null

10.  Click Done

11.  Click on the Pencil Icon for Inactive > Set value to No

12.  Save mapping and Start Import > Select Import Map Name

13.  Save and Run

14.  All inactive employees will now show as active employees

Once done in creating the adjustments import the File again:

1.    Navigate to Set up > Import/Export > Import CSV record

2.    Import type > Employees

3.    Record type > Employees

4.    CSV file > Select one file to upload

5.    Select the file

6.    Click Next

7.    Data Handling > Update

8.    Click Next

9.    Click on the Pencil Icon for Release date > Set Value to Provide Default Value

10.  Click Done

11.  Click on the Pencil Icon for Inactive > Set value to Yes

12.  Save mapping and Start Import > Select Import Map Name

13.  Save and Run

14.  The employees termination date will be populated again.

 

Notes :

1. User may try to import 1 employee record before proceeding with the rest of the list.

2. Mass update of Release Date is also possible through direct edit list.