How to update Employment Status on an Associate in FINSYNC

The article outlines the various "statuses" that can be assigned to Associates in FINSYNC & the respective steps involved.

In order to update the status of an Associate Record, follow the steps outlined below: 

1. Click on the Payroll tab in the top menu. 

2. Click on Associate Records in the left-hand menu. 

3. Select the row of the Associate you are needing to update. 

4. Locate the Job Info section of the Associate Record and select Edit. 

5. Make desired selection of options underneath the "Status" drop down menu. 

• If status = "Inactive" or "Leave of Absence" set the Leave Date. 
• If status = "Terminated" set the Termination Date. 

6. Save all changes.