Archive an Insurance (Insurance Module)

Overview

You can archive insurances which are not required so that they do not appear in the default view of the Insurances report. Archiving an insurance will also remove it from any drop-down list where an insurance can be set.

Archive an Insurance

To archive an insurance:

1. Go to Config > Payroll > Insurances.

2. Select the insurance by ticking the checkbox

3. Click ‘With selected insurances…’ > Archive > Go > Confirm.

An insurance cannot be archived if it is linked to a job, occupation, workplace or customer. An error banner will flag if the selected insurance is in use.

To unarchive an insurance:

1. Set the Report Settings to Include Archived Rates.

2. Click Go.

3. Tick the checkbox for the insurance you would like to unarchive.

4. Click With selected insurances… > Unarchive > Go > Confirm.