Deleting an employee

From Planfix
Revision as of 04:08, 18 November 2020 by SliZzzZ (talk | contribs)
Jump to: navigation, search

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