When you Initialize Employee Totals during Year-End, there is an option to delete employees who were terminated more than seven years ago. During this step, you can choose to:
Retain all employees
Delete all employees
Delete employees, but retain some based on Employment Status.
If you are deleting employees, we recommend reviewing all terminated employees and updating the employment status of any employees that should remain in Avanti.
To assist in this process, we’ve created a report, Terminated Employees for YE Deletion. You can run this report each year during year-end. If you ran this report last year, skip to the Print the Report section below. If you haven’t run the report before, you can find an attachment at the bottom of this article. Please see the Import the Report section for more information.
Employee pay records must be retained for seven years after the employee was last paid for CRA compliance. Provincial compliance for employee pay records varies by jurisdiction.
If you’d rather retain all employees during Initialize Employees, there is a setting that will prevent employees from being deleted. Go to Retain All Terminated Employees for more information.
How to Import the Report
The attached report will display all employees that were terminated before December 31, seven years previous. Included in the report is the following information:
Employment Status & Description
If you’ve imported this report for a previous year-end, there’s no need to import it again. You can rerun this report every year. Skip to the Print the Report section below.
Step 1: Download and save the file to an accessible location. The link to the import file can be found at the bottom of this article as an attachment.
Step 2: Open Report Definitions.
By default, this can be found in Report Designer.
Step 3: Select File >> Import. Then select either Import from Computer, or Import from OneDrive.