How To Set Employee Information To Default

Angelina

Updated January 04, 2023 18:20

Goal

How to set employee information to default
How to set an employee profile to default information

Environment:

Push Web App

Process:

Click the Employees tab
On the left hand navigation bar, select the appropriate Employee List: Active, Pending, On Leave, or, Inactive
Under Search, input the name of the employee
Under Edit, click the Pencil icon that corresponds with the employee
Change the First and Last Name to Do Not Use
The Email address and Phone Number can be removed (this avoids employee from being linked to a Push account)
Change the Birthday to be defaulted to 1970-01-01
Click on Temporary Default SIN
Change the Postal Code to be defaulted to the Company's Postal Code
Change the Date of Hire to the date you are updating the profile
The Vacation Pay can be updated to either Paid Out or Banked
The Group can be updated to any that are listed
The Payment Method can be set to Company Issues Cheque
The Tax Province can be defaulted to the Company's Province
The Federal Claim can be defaulted to Zero
The Provincial Claim can be defaulted to Zero
Scroll to the bottom and click Update Employee
Once completed, you can delete an employee profile by selecting the Garbage icon under Edit to the left of the employees name

Additional Information

If you received a duplicate error message from our system, it means there is an existing employee profile that has the same information as the employee profile you are trying to update or create.

Please note, if a duplicate employee profile has been used before and has payroll history, we recommend keeping the old employee profile instead of creating a new one.

If you are not able to find a duplicate employee profile, it might mean that the profile was deleted and therefore not visible anymore. Please contact our Support team to assist you with reinstating the profile.

Related to

Deactivate Employee