Deleting the employee: Difference between revisions
From Planfix
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2. Click the employee you would like to delete. | 2. Click the employee you would like to delete. | ||
3. In the contact's card, select ''' | 3. In the contact's card, select '''Delete''' in the additional operations menu: | ||
Latest revision as of 04:15, 18 November 2020
Important:
- When an employee quits or is dismissed, we recommend not deleting them but instead following some set procedure.
- Before deleting an employee, transfer their active tasks to another employee.
Account administrators and employees managing account payments can delete employees.
To delete an employee, you must:
1. Go to the Company section.
2. Click the employee you would like to delete.
3. In the contact's card, select Delete in the additional operations menu:
