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How to Delete Employee Profile?
How to Delete Employee Profile?

Delete Employee Profile

Workstem CS avatar
Written by Workstem CS
Updated over 10 months ago

Delete Employee Profile

You may want to delete the employee profiles if:

  1. Employee profile is test data, not actual employees

  2. Employee data entry error, want to delete and re-enter

  3. The employee has left and wants to delete the employee file

1.Employee profile is test data, not actual employees

Find the employee in the [People] list and double-click to open it, press the [Delete] button in the upper right corner, the system will pop up a prompt "The employee data will disappear permanently from the system, and the delete operation cannot be undone". Meanwhile, the employee's name must be filled in for second confirmation.

"People" --> Target Employee --> "Delete" --> Deletion warning --> Second confirmation with employee's name

Note⚠️: After pressing [Confirm], if the employee has data such as shift schedule, leave, salary, etc., you need to delete them first and then delete the employee file.

Note⚠️: If the employee already has clock-in, attendance, leave, payroll calculation data in the system, the profile cannot be deleted and can only be [Terminated] instead.

2.Employee data entry error, want to delete and re-enter

Data entry errors can be modified. Find the employee in the [People] list and double-click to open it, press [Edit] to modify the staff information, and [Save].

"People" --> Target Employee --> "Edit" --> Make Modification --> "Save"

3.The employee has left and wants to delete the employee file

If employees resign, just [Terminate] them. The terminated employee will not appear in the [Employed] tab on [People] page. Find the employee who wants to resign in the employee list to open it, and click [Terminate] on the right

The required information of Termination

Enter [Termination Date], [Reason] and [Note] in the pop-up dialog box, and click [OK].

The employee status will change to [Processing Termination]. After confirming that the employee has resigned, click [Finish Termination].

"People" --> Target Employee --> "Terminate" --> Fill in the information for Termination --> Termination Process --> Finish Termination Process --> Click "Finish Termination"

Note⚠️: Resigned employees will not be displayed on the list by default. If you need to query the history of resigned employees, check the [Resigned] in [Filter] and click [OK] to view the historical attendance, leave, and other data.

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