Permanently Deactivate Employees

Depending on your role in WorkBook, you can permanently deactivate employees from Resources or Settings.

Note: To complete this task, you must have permission to add, delete, and modify resources.

To permanently deactivate an employee:

  1. Take either of the following actions:
    • From Resources, select an employee in the grid.
    • From Settings, click Employee Settings > Employee Settings and select an employee in the grid.
  2. On the grid toolbar, click and click Enable/Disable Selected Resource.
  3. IIn the Disable Employee dialog box, select the employee who inherit sthe data from the employee who you are deactivating.
    Use the rest of the fields and options in the Disable Employee dialog box to specify the deactivation settings.
  4. Select Disable Employee Permanently and click OK.