Change Employee Status to Inactive

To change an employee's status to Inactive:

  1. From the Back Office Task Manager, select Payroll and Reports.

    • The Main Menu Selections screen appears.

  2. From the Main Menu Selections screen, select Change Employee Status Editor.

    • (Optional) From the View dropdown, select an employment status to filter the employee list.

  3. From the list, select the employee, and then select Select.

  4. From the New Status dropdown, select Inactive.

  5. From the Leave Type dropdown, select the applicable record.

  6. From the Start Date dropdown calendar, select the date the new status takes effect.

  7. From the End Date dropdown calendar, select the date the new status ends.

    • To select a different month: Use the left/right arrows OR select the month that is displayed in the header to open a popup menu.

    • To select a different year: Select the year that is displayed in the header to activate up/down arrow buttons.

  8. From the Reason for Change dropdown, select the reason for changing the employee's status.

  9. In the Comments field, type any comments concerning the employee's status change.

  10. From the Initiator dropdown, select the employee serving as the initiator for the status change, if applicable.

  11. From the Processor dropdown, select the employee serving as the processor for the status change, if applicable.

  12. From the Reason Detail dropdown, select the detailed reason for the status change, if applicable.

  13. Select OK to save the record.