Add or edit an employee

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
  • Can’t I delete an employee
  • Duplicate employees

Overview

Employees are automatically created 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. Employee records can be viewed and managed in the Employees workpaper, from within the entity's FBT calculation.

Manually add an employee

1. From the entity's FBT calculation, in the navigation bar select Workpapers > Employees.
2. Select New.
3. Enter the employee details into the fields provided.
4. Select Save.

Edit employees

Employee details can be added to or edited manually, as well as by updating details in the FBT import. To make manual changes: 

1. From the entity's FBT calculation, in the navigation bar select Workpapers > Employees.
2. Select a checkbox next to the employee to edit, select Edit.
3. Edit the required fields, then select an area outside of the edited fields (still within the edit box).
4. Select Save.

Edit multiple employees in bulk

1. From the Employees workpaper, select the checkboxes next to the employees to edit.
2. Select Edit.
3. Edit the required fields, then select an area outside of the edited fields (still within the edit box).
4. Select Save.

Delete employees

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 workpaper, choose one of the following options:
2. Select the name of the employee to open the Edit employee popup window,, select Delete.
3. Alternatively, select the checkbox next to the employee, select Delete.

Delete multiple employees in bulk

1. From the Employees workpaper, select the checkboxes next to the employees.
2. Select Delete.

Troubleshooting

Can’t delete an employee

If the system marks an employee record as departed (assigns a departed date) 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. To reassign benefits:

1. From the entity's FBT calculation, in the navigation bar select Workpapers > Benefits 
2. In the benefits workpaper, select the Full year tab.
3. At the bottom of the table, select All Benefits.
4. Use the search bar to filter for benefits assigned to the duplicate employee.
5. Select the checkbox next to each relevant benefit.
6. Select Edit.
7. In the Bulk Edit popup window, search for and select the correct employee record from the dropdown list.
8. Select Save Changes.

Repeat these steps across all relevant tax years to ensure no benefits remain linked to the duplicate employee. Once all benefits have been reassigned follow the instructions above to delete the employee.

Related articles

Manage benefit and pooling categories

Benefits assigned to former employees