Deleting an employee: Difference between revisions
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Account administrators and employees managing account | Account administrators and employees managing account payments can delete employees. | ||
To delete an employee, you must: | To delete an employee, you must: | ||
1. Go to the [[Company]] section | 1. Go to the [[Company]] section | ||
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 "Delete" in the additional operations menu: | 3. In the contact's card, select "Delete" in the additional operations menu: | ||
Revision as of 04:05, 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:
