Deactivate an Employee From the Main Resources or Employee Settings Grid

Depending on your role in WorkBook, you can deactivate employees from the main grid in Resources or Employee Settings. The deactivation can be temporary or permanent. You can also deactivate employees from the employee card. 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 main Resources or Employee Settings grid:

1. Take any of the following actions:
   • On the main toolbar, click Resources .
   • From the main toolbar, click Settings > Employee Settings > Employee Settings.
2. Select the employee that you want to deactivate by completing any of the following actions:
   • If you are in Resources, click the Filter field on the grid toolbar, select Employees as your filter, and select the employee from the grid. You can also enter the employee name in the Search in Grid field.
   • If you are in Employee Settings, select the employee from the grid.
3. On the grid toolbar, click and click Enable/Disable Selected Resource.
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.