How to Properly Deactivate Terminated Records

If you find you are getting close to exhausting your current active record count, you may want to double check that you have inactivated your terminated records properly.

If you are in versions 8 or 9, when terminating an employee record, be sure to uncheck not only the “Active” button on the Status screen, but also the “Active” button on the Personal screen. Please remember to check not only records in your Active data base, but also in your Archive data base. If you have multiple companies set up in multiple data bases, check each company separately. The total active records is combined, not per company.

If you are in People-Trak version 7, you must uncheck the “Active” button on the Status screen and set a date in the “Termination Date” field.

Following these simple steps will ensure that you have properly inactivated all past employee records, and will give you a true record count so you won’t be purchasing additional records that may not be needed.