Delete Employee Profile
You may want to delete the employee profiles if:
Employee profile is test data, not actual employees
Employee data entry error, want to delete and re-enter
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.