Resources > Deactivate an Employee

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

Open

• 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.

Open

• Select the employee expiry date

• 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

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.

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