Deleting an employee: Difference between revisions

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[[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.
   
   



Revision as of 04:08, 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:


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