Managing employees

TABLE OF CONTENTS

• Overview
• Manually add an employee
• Edit employees
  • Edit multiple employees in bulk
• Delete employees
  • Delete an individual employee
  • To delete multiple employees in bulk
• Troubleshooting
  • Why can’t I delete an employee?
  • Duplicate employees?

Overview

Employees are automatically added in TaxLab when benefits or vehicles assigned to them are imported. While employees can be added manually, importing them with their assigned benefits is the recommended approach.

To view or manage employees, open the entity's FBT return and navigate to Workpapers > Employees.

Manually add an employee

1. Navigate to Workpapers > Employees.
2. Select New.
3. Enter the employee details into the fields provided.
4. Select Save.

Edit employees

If for any reason you need to Edit employees you can follow the below instructions.

1. On the Employees page, select the name of the employee.
2. Edit the required fields, then select an area outside of the field (still within the edit box).
3. Select Save.

Edit multiple employees in bulk

1. On the Employees page, select the checkboxes next to the employees you want to edit.
2. Select the Edit button.
3. Make the required edits to the selected employees, select an area outside of the edited fields (still within the edit box).
4. Select Save to apply the changes.

Delete employees

Please note: Employees can only be deleted if there have been no benefits assigned to the employee record at all.

Delete an individual employee

1. On the Employees page, choose one of the following options:
2. Select the employee you wish to delete, then select Delete.
3. Alternatively, select the checkbox next to the employee you want to delete, then select Delete.

To delete multiple employees in bulk

1. On the Employees page, select the checkboxes next to the employees you want to delete.
2. Select the Delete button.

Troubleshooting

Why can’t I delete an employee?

If the system marks an employee record as departed instead of deleting them, it indicates that benefits have been assigned to that employee. 

To delete an employee completely, as opposed to marking them as departed:

• Reassign the benefits associated with the employee to the correct individual before attempting deletion.
• This reassignment must occur across all quarters, including prior years where benefits were assigned to the employee.
• Be aware that making such changes may impact previously filed FBT returns.

Duplicate employees?

When duplicate employee records can't be deleted, it is because they have benefits linked to them. You will need to reassign those benefits before removing the duplicate.

Start by identifying which employee record should be kept.

How to reassign benefits

1. Navigate to Workpapers > Benefits and open the Full year tab.
2. At the bottom of the table, click Select All Benefits.
3. Use the search bar to filter for benefits assigned to the duplicate employee.
4. Select the checkbox next to each relevant benefit.
5. Select Edit.
6. In the Bulk Edit window, search for and select the correct employee record from the dropdown list.
7. Select Save Changes.

Repeat these steps across all relevant tax years to ensure no benefits remain linked to the duplicate employee.

How to delete a duplicate employee

Once all benefits have been reassigned:

1. Navigate to Workpapers > Employees.
2. Find and select the duplicate employee.
3. Select Delete.