Close a Job

Only approved jobs may be closed. Jobs may be closed from Human Resources > Manage Employees or Payroll > Employee Payroll Information.

• Closing an approved job with no checks printed against it (inactive) releases the encumbrance. It is no longer available for payroll processing and may be deleted.

• Closing an approved job with at least one check printed and verified against it (active) means it is no longer available for payroll processing, but it may not be deleted.

Closed jobs may be modified and approved again to re-encumber the funds.

You don't need to close a job if you just need to remove it from a new payroll register. You can just remove it from payroll and then re-submit it later.

Close a job

Close a job in Human Resources

1. Select Manage Employees from the Human Resources menu.

2. Check the box beside the employee name, and click the Edit button at the bottom of the window.

3. Check the box for the job to close.

4. Click the Close Job button. You'll be asked to confirm that you want to close this job.

5. Click Yes.

Return to Jobs Overview

Close a job in Payroll

1. Select Employee Payroll Information from the Payroll menu.

2. Check the box beside the employee name, and click the Detail button at the bottom of the window.

3. When the Employee Payroll Detail window opens, check the box(es) for the job(s) you want to close.

4. Click the Close Job button at the bottom of the window. You're asked to confirm that you want to close the job and reminded that you won't be able to re-submit it to payroll until you've re-approved it in Manage Employees.

5. Click Yes. The job is closed and removed from the Employee Payroll Detail window.

Return to Employee Payroll Information Overview