Deleting an employee: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
Line 4: Line 4:
*Before deleting an employee, transfer their active tasks to another employee.
*Before deleting an employee, transfer their active tasks to another employee.
   
   
Account administrators and employees managing account payment can delete employees.
Account administrators and employees managing account payment can delete employees.
   
   

Revision as of 04:04, 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 payment 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