Restoring a Terminated Client in Payroll Relief

Overview

This article explains how to restore a previously terminated client in Payroll Relief so the client appears correctly throughout the program, including the Select Employer dropdown and the Payroll Snapshot. Use this guidance when a reactivated client is visible in Client Management but is missing from other areas of Payroll Relief.

Why a Reactivated Client May Not Appear in Payroll Relief

A client may appear in Firm Administration > Client Management after being reactivated but still not show up in the Select Employer dropdown or the Payroll Snapshot. This typically happens because the client also needs to be restored from the Terminated list within Payroll Relief. Restoring the client in both places ensures full visibility across the program.

Confirming the Client's Visibility

Before restoring the client, verify whether the client appears in the Payroll Snapshot:

  1. Navigate to Payroll Center> Payroll Snapshot.

  2. Look for the client in the list.

  3. If the client appears in the Payroll Snapshot, no further action is needed. If the client is missing, follow the steps below to restore the client within Payroll Relief.

How to Restore a Terminated Client in Payroll Relief

Use these steps to restore the client from the Terminated list:

  1. Navigate to Firm Administration > Client Management

  2. Select the Terminated radio button.

  3. Select View.

  4. Locate the client name in the list.

  5. Select the checkbox to the far right of the client's row.

  6. Select Restore at the bottom of the screen.

  7. Confirm the client now appears in the Payroll Snapshot and the Select Employer dropdown.

     

Key Takeaways

  • A client reactivated through Client Management may still need to be restored from the Terminated list within Payroll Relief to appear throughout the program.

  • Begin by checking Payroll Center > Payroll Snapshot to confirm whether the client is visible.

  • Restore the client through Firm Administration > Client Management by selecting the Terminated radio button, locating the client, and selecting Restore.

  • Once restored, the client should appear in both the Payroll Snapshot and the Select Employer dropdown.