Deactivate an Employee From the Employee Card

Depending on your role in WorkBook, you can deactivate employee from the employee card. The deactivation can be temporary or permanent. You cannot deactivate employees with active transactions in WorkBook.

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

To deactivate an employee from the employee card:

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 Enable/Disable Employee.
4. In the Disable Employee dialog box, select the employee who will inherit the data from the employee that you are about to deactivate.
   Use the rest of the fields and options in the Disable Employee dialog box to define the deactivation settings.
5. Click OK.