Mass Deactivate in Employee Master to Inactivate Employee Accruals
Description of Issue
I need to mass inactivate hundreds of employees in Employee Master and Employee Accruals, what is the best way to do this?
Context
- Munis Version 2017.1 and higher
- Employee MasterÂ
- Employee Accruals
Cause
A large group of employees retired and needed to be inactivated.
Resolution
Updating one employee at a time:
- Go to Employee Master (Payroll>Employee Maintenance>Employee Master).
- Search for an employee. Click Accept. Click Update.Â
- Change the Status to I-Inactive. Click Accept.Â
- Prompt will display asking, Set all Deductions and Accruals to Inactive? Click Define. Check the checkbox. Click Accept. Click Execute.Â
Updating a range of employees:
- Go to Employee Master (Payroll>Employee Maintenance>Employee Master).
- Search for range of employees. (Example 100:120) Click Accept. Click Update.Â
- Click Mass Deactivate in the toolbar.Â
- This option will work on the find set.Â
- Mass Deactivate Employees Prompt will display asking, Set all Deductions and Accruals to Inactive? Click Yes. Â
Additional Information
Doing an Employee Import to change the status to inactive will not trigger the prompt. If using the Employee Import, a separate import will need to be done for Employee Deductions and Employee Accruals would need to be updated manually.Â