Deleting an employee: Difference between revisions
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Account administrators and employees managing account payments can delete employees. | [[Planfix roles | Account administrators]] and employees managing account payments can delete employees. | ||
Revision as of 04:07, 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:
