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RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

Fund Accounting and payroll.

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Employees

Delete an Employee

Delete an employee that no longer works with you.

  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Click the ellipsis icon beside the employee you want to delete and select Delete. If the employee is part of a timesheet group, a payroll run, or has posted checks, you must make them inactive instead.
  3. To confirm, click Delete.
    Note: Deleting permanently removes information and cannot be restored. Deactivating moves the information to the Inactive list where you can restore it if necessary. Additionally, the Inactive tab only displays when at least one item is inactive.

Make an Employee Inactive

Make an employee inactive if they're expected to return to their position after a break.

  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Either click the employee's name, or click the ellipsis icon beside an employee and select Edit.
  3. On the Info tab, click Edit Employee Information.
  4. Clear the Active check box.
  5. Click Save. This employee's information will be preserved inside the Inactive tab and can be restored later.

Make an Employee Active

Make an employee active upon their return to the job. Welcome back!

  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Either click the employee's name, or click the ellipsis icon beside an employee and select Edit.
  3. Click Inactive.
  4. On the Info tab, click Edit Employee Information.
  5. Select Active.
  6. Click Save.
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Payroll

Last updated: November 6, 2024

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