Deleting an employee: Difference between revisions
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{{#seo: | |||
|title=Deleting an employee | |||
|titlemode=append | |||
|keywords=planfix, employees, deleting, company | |||
|description=How to delete an employee | |||
}} | |||
===Important:=== | ===Important:=== | ||
*When an employee quits or is dismissed, we recommend not deleting them but instead [[What happens when someone terminates their employment? | following some set procedure]]. | *When an employee quits or is dismissed, we recommend not deleting them but instead [[What happens when someone terminates their employment? | following some set procedure]]. | ||
*Before deleting an employee, transfer their active tasks to another employee. | *Before deleting an employee, [[Transferring a task to another employee | transfer their active tasks to another employee]]. | ||
[[Planfix roles | Account administrators]] and [[How do I give a colleague permission to pay for my account? | employees managing account payments]] can delete employees. | [[Planfix roles | Account administrators]] and [[How do I give a colleague permission to pay for my account? | employees managing account payments]] can delete employees. | ||
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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: | ||
https://s.pfx.so/pf/JP/X587GC.png | https://s.pfx.so/pf/JP/X587GC.png | ||
Latest revision as of 12:59, 3 October 2024
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:
