Deleting an employee
From Planfix
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: