Permanently Deactivate Employees

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

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

To permanently deactivate an employee:

1. Take any 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 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.
4. Select Disable employee permanently and click OK.