Removing an employee from a pay schedule

When an employee is terminated or placed on leave, or changing payroll schedules you need to remove them from their current pay schedule. This ensures the employee no longer appears in active payroll processing and prevents future pay runs from including them.

Steps to remove a employee from a pay schedule

1. Access the Employees Menu

   • Navigate to the Employees section in the payroll system.

2. Select the Employee

   • Locate and select the employee you wish to remove.

3. Open the Options Menu

   • Click the meatball menu ( ... ) beside the employee’s name.

4. Choose “Remove from Pay Schedule”

   • From the dropdown, select Remove from Pay Schedule.

5. Select the Pay Schedule

   • Choose the applicable Pay Schedule the employee is currently assigned to.

6. Proceed to Next Step

   • Click Next to continue.

7. Set the Removal Date

   • Choose the Removal Date (the effective date the employee should be excluded from payroll).

     If the effective date is set to the current day, the employee will be removed from the pay schedule immediately.

8. Optional: Generate Draft ROE

   • If applicable, select the option to Generate a Draft Record of Employment (ROE) for review.

9. Confirm Removal

   • Click Next, then select Remove Employee to finalize the process.