Hi,
Removing inactive employees can be accomplished; here are some options for cleaning up employee data in Dynamics GP.
NOTE: The information given in this post is for core Dynamics GP functionality. If third parties are installed in Dynamics GP, the functionality of these process may be different.
NOTE: It is recommended to always make a restorable back up of the company database before proceeding with the options given in this post. It is also recommended to test these methods in a test company before processing these methods in the live company.
- Remove Inactive Records: HR & Payroll >> Utilities >> Payroll >> Remove Inactive Records
Use the Remove Inactive Records window to remove inactive employee records, as well their corresponding history records.
If you’re using Human Resources, removing inactive records in Payroll will also remove inactive records in Human Resources. If you’re using Direct Deposit, removing inactive employee records will also remove records of employees that were marked as inactive in the Employee Direct Deposit Maintenance window.
Removing inactive employee records will permanently delete information needed in creating your year-end wage file. If you still plan to create a year-end wage file, be sure to reactivate the employees first before choosing to remove inactive records.
- Human Resources Archive Employee: HR & Payroll >> Utilities >> Human Resources >> Archive Employee
Use the Employee Archive window to archive an employee record. To delete that employee record from the list of employees that appear when you use employee lookup buttons, you must delete the employee record from the Employee Maintenance window after archiving it.
Use the Employee Archive window to archive and keep history of an employee record. To delete that employee record from the employee table, you must delete the employee record from the Employee Maintenance window after archiving it.
- Deleting an employee record
Use the Employee Maintenance window to delete an employee record after you archive employee information. If information such as monthly, quarterly or yearly records exist for an employee, you can’t delete the employee record. You can delete the record at the end of the year after you have cleared financial information.
To delete an employee record:
- Open the Employee Maintenance window. (HR & Payroll >> Cards >> Human Resources >> Employee >> Employee)
- Enter or select an employee ID and choose Delete.
I hope this information is helpful,
Margi Jandro
Microsoft Support