Closing employees/making employees inactive
In MYOB AE/AO, you can close an employee / make them inactive if they no longer work for your business. You won't be able to delete them as they will have historical data such as timesheets attached to their record. You can't delete an employee if any entries have been entered against the employee.
You can reactivate the employee at any time by deselecting the Inactive option.
To close an employee you need to perform the two-step process:
- Set the employee to inactive in AE or AO and
- Delete the employee from my.MYOB.
- In AE/AO, from the toolbar, click the Contacts drop-down and choose Employees. The Find Employees window appears.
- In the Search for field, type the Employee code or name and click Search. The employee record appears.
Ensure the Main tab is selected.
Don't deselect Primary on the Main tab.
- Select the Inactive field checkbox.
To ensure the employee standard hours are calculated correctly for employee productivity reporting, enter the relevant End Date located in the Stationed table and click OK.
- Select the Inactive checkbox and click OK.
- From the Tasks bar, select Edit my.myob Details.
- Enter the employee email address and click OK and click OK again to close the window.
- From the Tasks bar, again select Edit my.myob Details.
- Remove the email address and click OK and click OK again to close the window.
- To confirm that the employee no longer appears in MYOB Practice, open MYOB Practice, click Settings (the cog) on the left of the page and click Users.
Perform the following steps in the my.myob.
- Follow the menu path: My Account > Manage practice users.
- Go to Accountants Enterprise (AE) and Accountants Office (AO) section and click manage users online.
- Locate the employee to delete and select Delete from the Action column. The employee is now deleted.
Deleting the employee from the my.MYOB website will revoke the employee's access to any MYOB online products such as MYOB Practice, Assets Live and AccountRight Live files.