Deleting Personnel
Updated
by
Cheryl Wallace
Deleting a personnel record sends it to the Recycle Bin. Personnel with any type of associated history or referenced as a supervisor cannot be permanently deleted from the Recycle Bin.
Personnel with outstanding issues cannot be deleted. Outstanding issues are show on the Transaction History tab, highlighted in yellow or red. Return these issues before deleting the personnel.
- Look up the employee under Personnel > Personnel.
- Click
on the edit toolbar to delete the personnel. - Click OK to confirm the deletion or Cancel to stop the deletion.
Watch this video for an overview of managing personnel, references, tips, and best practices.
See also:
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