Payroll Help

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Employee Statuses

When using Patriot HR you will have the ability to set statuses and effective dates for your employees:

  • Active-雇员目前在职并正在领取工资。
  • Inactive– Employee may or may not still be considered “employed” but is not currently being paid. The employee with an inactive status will not appear on the payroll screen. This status may be useful for a seasonal employee who returns each year, or a future employee with a pending active status.
  • Terminated– Employee is not currently employed (either through their own resignation or firing by employer). The employee is not being paid and will not appear on the payroll screen.
  • Leave of Absence-雇员仍有工作,但目前没有工资。这将把休假的员工从工资单屏幕上删除,这样他们就不会无意间被支付工资。

To update the historical statuses of employees, please see our help article,Using Employee Status History in Patriot HR.

员工列表将显示所有员工的状态。

Using Pending Statuses for Employees

You can use a pending status to indicate an employee status change with an effective date for the future. The ability to add future effective dates for status changes comes in handy when the employer is adding new employees, or a future change is needed for an employee such as an upcoming termination date.

This feature prevents the need to make a manual reminder to change the status later after the final payroll is run note that pre-hires are set to “inactive” until their effective date and will not show on the employee list unless you toggle “Show Inactives.” To change a pending status from the employee list, click the “Edit” link to change the date or status of the employee.

Adding Future Status Effective Dates

When changing an existing employee’s status from the Employee List, employers can add a future status to mark them as inactive, leave of absence, or terminated with a future date. There is an optional field to indicate the employee’s final pay date. Reason and Comments are optional. This can also be edited or added on the “Employee Info” tab. Payroll> Employee List > {Employee Name} > Employee Info. Scroll to the “Work Info” section and click “Add Pending Status.”

Automatic Status Changes

If no final paydate has been entered, the system will keep the employee in their current status and automatically change to the new status shortly after midnight in your time zone新的生效日期。

If you have entered a final pay date, the system will change to the new status shortly after midnight on the dayafterthe final pay date. This will ensure the employee stays active in the payroll so the employee can be paid.

Example 1:

  • Their current status is active
  • Their pending status is terminated, effective 1/14/22
  • 没有最终发薪日期。
  • The system will keep them active until 1/13/22 and then automatically change the employee status to terminated on 1/14/22

Example 2:

  • Their current status is active.
  • Their pending status is terminated, effective 1/14/22
  • Their final pay date is the same day, 1/14/22
  • The system will keep them active until 1/15/22 and then automatically change the employee status to terminated.

Example 3:

  • Their current status is active.
  • Their pending status is terminated, effective 1/14/22
  • Their final pay date is 1/21/22
  • 系统会让他们一直活跃到1/22/22(第二天),然后自动将员工状态更改为终止。

Adding New Employees

在Wizard或Suite中添加新员工时,如果雇佣日期在未来,该员工的当前状态将是“不活跃”,在雇佣日期到来之前,该员工的待处理状态为“活跃”。

Please read our help article, “Pending Statuses Report” for information on employees with a pending status.

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