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Resources > Deactivate an Employee R13

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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.


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