Archiving a Pay Schedule
Overview
Pay schedules that are no longer in use can be archived and removed from your dashboard. To archive a schedule, it must have no assigned employees and no pending payroll runs.
Steps to Archive a Pay Schedule
- From your dashboard, hover over Next Scheduled Pay Run and click Expand.
- Click the menu for the pay schedule you want to archive.
Note: Pay schedules with active employees cannot be archived. To archive a schedule assigned to active workers, update their pay schedule or employment status first.
Handling Assigned Employees
To modify a worker’s pay schedule or employment status:
- Navigate to their profile in the Workers menu, or click View Assigned.
- Click the employee’s name to open their profile.
- Select Employment Options to view their current pay schedule.
Updating an Employee’s Pay Schedule
- Click Pay Schedule to assign a new schedule for the worker.
- If this affects the employee’s workweek, pay period, or payday, consult your accountant to ensure compliance with FLSA and state regulations.
- Return to the pay schedule in your dashboard and click Archive.
Updating Employment Status
- If the employee is no longer actively working, select Inactive.
- Inactive employees remain visible under Inactive Employees and retain access to their tax and wage information via the employee portal.
- Inactive employees can be reactivated later, but if their original pay schedule has been archived, a new schedule must be assigned.
Â
Once archived, pay schedules cannot be restored.
User Access
The archiving feature is available to the following roles:
- Owners
- Approvers
- Controllers
- Outside Collaborators
Need Help?
If you still have any questions, please don’t hesitate to reach out. Our team will be happy to provide answers and assist you in any way we can.