Anonymize Deactivated Employees

Depending on your role in WorkBook, you can anonymize deactivated employees from the employee card. Anonymizing an employee is an irreversible process and deletes information associated with the employee, such as resource and resource profile information, custom codes, interests, skills, changelogs, mail imports, and creditor mappings.

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

To anonymize a deactivated employee:

  1. Display the employee card by completing any of the following actions:
    • From Resources, select the employee in the grid and click Resource Information / on the grid toolbar.
    • From Settings, click Employee Settings > Employee Settings, select the employee in the grid, and click Resource Information / on the grid toolbar.
  2. On the side toolbar of the employee card, click Settings > Employee Basic Settings
  3. On the top toolbar of the employee card, click , then click Anonymize Employee.
    WorkBook displays a message about the information that will be deleted by the anonymization process.
  4. Click OK.
  5. When WorkBook asks if you want to anonymize the selected employee, click OK.