Employees can't be deleted in WorkBook, instead, they are deactivated/disabled and all the information pertaining to that employee remains in WorkBook.
Employee deactivation occurs in the resource module and is usually controlled by a system administrator, designated role(s), or person(s) within your agency.
DEACTIVATE AN EMPLOYEE
To deactivate an employee go to:
Resources module > employee settings grid > select the employee you wish to deactivate/disable
Click the further options menu > select enable/disable selected resource
In the pop up you can choose one active employee to inherit all the data from the deactivated employee …or
You can select individual employees to inherit certain types of data.
Select the employee expiry date
Deactivation happens immediately, not on the date you place in this field
You can also opt to:
Inherit job and task-related conversations
Mark the deactivated employee as ‘done’ on all tasks they have been assigned
Disable the employee permanently
Or leave these checkboxes blank
After you make your selection/s > click ok
If you choose to disable employees permanently you will not be able to reactivate them in the future. Our recommendation is not to use this feature unless absolutely necessary.
TIPS FOR MANAGING OUTGOING EMPLOYEES
Prior to the employee end date, you should ensure:
All open jobs are reallocated to other Project Managers/Account Managers accordingly
The remainder of any open tasks are reassigned to other people
The outgoing employee handles all open approvals and submits any open timesheets/expenses, prior to leaving.