Deleting an employee: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
Line 1: Line 1:
===Important:===
===Important:===


*When an employee quits or is dismissed, we recommend not deleting them but instead 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, transfer their active tasks to another employee.
   
   

Revision as of 04:14, 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:


X587GC.png


Go To