Delete an Employee Record (Desktop)

When you delete an employee record in the Employees hub, you permanently remove it from the database. You cannot undo the deletion.

When you delete an employee in the Employees hub, employee-related information is deleted in other areas of the application:

  • If the employee was entered in the Project Manager, Principal, and Supervisor fields in the Opportunities hub, the employee is removed from these fields.
  • If you use the Asset Management application and the employee is currently assigned to an asset item (in a row in the Employee Assignments grid on the Assignments tab in the Equipment hub), the row in the Employee Assignments grid is deleted.

To delete an employee record in the desktop application:

  1. On the Navigation menu, click Hubs > Employees.
  2. On the Employees form, select the employee record.
  3. On the toolbar, click Delete Employee.
  4. In response to the confirmation prompt, click Yes.