How To: Delete a To Do Item
To remove a To Do item without approving or rejecting, you can delete the request from the All To Do Items report.
Navigate to All To Do Items (My Reports / System Reports / System Utilities). You can add additional columns in this report, like employee name, department, approver, etc.
On each To Do Item, you can click the "X" icon to delete the To Do Item. This will remove the item from the system permanently and there will be no record of this request, approval, or rejection.
If the item should be approved or rejected, that may be done from this screen as well.
Popular Articles
How To: Add Workflow Delegation for Backup Approval
If a manager/approver is out of the office for a period of time, Workflow Delegation can be set up to assign a different manager to handle approvals during their absence. Delegations can be add by the employee prior to their absence or by the Admin ...How To: Enter a Manual Check
Enter the Payroll Prep for the next scheduled payroll date Select View Pay Statements in the Add/Edit Pay Statements Payroll Prep step. Do not Initiate Payroll or Sync Time Select New Pay Statement Create a new pay statement using the Manual Pay ...How To: Submit a New Tax Withholding Form
Changes to withholding form, such as the IRS Form W-4, can be initiated directly in the system by an employee and approved by HR. Once processed, all changes will be automatically updated on the employee record and applied to the next payroll ...How To: Enroll in Benefits For Life Change Event
To enroll in benefits as the result of a life change event, such as the birth of a child, adoption, marriage, divorce, etc. select Start a new life change event on the My Benefits widget: You may also navigate to My Benefits > Enrollment > Life ...How To: Consent to Electronic Year-End Form Delivery (W2 or 1099)
To grant consent for electronic year-end forms, navigate to My Info > My Pay > Forms > W2 or 1099-NEC Click the Electronic Consent button Check the box to Receive Form W2 Electronically and confirm the update with your password Once you have ...
Related Articles
How To: Delete an Employee
Employees can be permanently deleted from the system as long as they do not have any pay history recorded on their record. To delete an employee, navigate to the My Team > Employee Information view. You may need to add the Delete Employee button to ...How To: View All To Do Items
To View open To Do items in the system, view the All To Do Items report (My Reports / System Reports / System Utilities) Additional columns may be add to this report to help filter the information, like employee name, department, approver, etc. You ...How To: Manually Update an Employee Checklist
If an HR Checklist needs to be manually updated by the Company Administrator, navigate to the employee's incomplete checklist under HR > Checklists > Checklists. Select View Checklist for the employee that needs to be updated Select the three dot ...How To: Approve an Employee Benefit Change Request
When employees enroll in benefits through open enrollment, new hire enrollment, or a life change event their benefit request must be reviewed and approved by the HR Admin. Once the enrollment is completed by the employee, a To Do item will be created ...How To: Enter IRS Lock-in Letter
An IRS lock-in letter requires that you update the employee's federal withholding per the IRS guidelines. Under the Tax Information / Federal section, select Add on the Federal Tax line. This will add a new Federal Withholding line. Enter the ...