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Payroll General: Delete employees in the system who have left more than five years

Mass delete and housekeeping of the data in the system.

Updated over a month ago

You need to keep a record of your employees for at least 5 years for tax reporting purposes. You can do a housekeeping of your data by doing a mass delete of resigned employees. Housekeeping is not compulsory, but it will help to improve your system's overall speed. Ensure that you perform a full backup before doing the mass deletion.

To mass delete employees more than 5 years, please do as follows:

  1. Go to Query Setup and click New.

  2. Enter Query Name, e.g. Resign>5years

  3. Click the Employment tab, and enable the Cessation Date checkbox.

  4. Select the date your company was established to 5 years ago.

  5. Click Save and Apply.

  6. Go to the Core module, and click Modules.

  7. Select Mass delete (You may choose to delete Personnel to delete all personnel, payroll history and leave data or Employment to delete only the payroll and leave data, but not the personnel data)

  8. Bring all employees over.

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