If you have a large payroll with many transactions, deleting history transactions and terminated employees may speed up processing and reporting times.
📌 Note: Before proceeding, ensure you have created your history company and run End of Year. You will NOT be able to delete terminated employees if they have transactions and YTD figures in the new financial year. You can only delete employees when the EOY has been completed and they have no transactions and a zero YTD total.
Carry out the following housekeeping in your current live company. You can use the history company if you need to reprint reports for terminated employees. Before you begin, take a backup. See: Create an archive and find the archive file.
To delete history transactions (Timesheets and Adjustments)
Check for the existence of any Fringe Benefits on timesheets from 1/4 to 30/6 in pays from last financial year.
📌 IMPORTANT NOTES:
DO NOT delete any transactions in this period if you are unsure - STP Income Statements and reports may not balance if you do.
Deleting history transactions will affect reports that print employee history totals for the employment period. This means that some reports will not match.
For example, the Pay Totals History and the Pay Details History reports will no longer include the information that has been deleted.
The Leave History report will not be affected by deletions.
Choose Payroll, Transactions, Time Sheets/Adjustments, Delete History Transactions and enter the Date Range and Employee Code range.
Deleting transactions attached to a payment schedule
If you have transactions that are attached to a current Payment schedule, these payments will be able to be deleted until the Payment schedules is also deleted. This can be done from Payroll, Masterfiles, Payment Schedules, Delete.
Delete Super Payment Details
Choose Payroll, Period End, Superannuation, Delete Super Payment Details
Set the Terminated check box to Yes and enter any relevant ranges.