How_do_I_delete_a_pay_schedule_2024.11_

How do I delete a pay schedule? (2024.11)

Payroll cannot delete a pay schedule when related transaction exist, such as

  • payroll checks

  • benefits

  • withholding

  • deductions

 

If the pay schedule has related transactions, instead of deleting the pay schedule you can:

  • set up a new pay schedule and transfer the employees to the new pay schedule, and then

  • change the pay schedule status to inactive. Connect will keep the pay schedule in the application, but it will not be linked to any employee positions or positions. 

 

This view was updated in the 2024.11 release. 

 

Changing a pay schedule to inactive

Remove the checkmark from the Active Schedule checkbox on the Pay Schedule tab. [More]

 

Deleting a pay schedule

1. Copy the pay schedule and save it as a new pay schedule. 

Copying will save the pay schedule as a new pay schedule that you can use to as a backup copy if you need to restore the old pay schedule. 

 

2. Transfer the employees from the old pay schedule to the new pay schedule. 

Look for the old pay schedule in positions and employee positions and replace it with the new pay schedule. 

  • Positions (Organization > Positions)

  • Employee positions (Employees > Modify Existing Employees)

 

3. In the Pay Schedules view, click Delete (CTRL+D) to delete the old pay schedule. 

 

 

Troubleshooting

Error: The current record cannot be deleted for the following reasons

 

 

 

 

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