Support

Submit a ticket My Tickets
Welcome
Login  Sign up

Deleting users and teams

Applicable packages LeaveTimeHR EssentialsHR Success


Required RolesTeam Manager HR Manager AdministratorADU Manager


In this article:

Deleting an employee

Error Messages

Deleting a team


Deleting an employee


On occasion you will want to delete a user from your account. 


WARNING: Deleting users from the system will erase all the data associated with them. It is not possible to restore deleted employees so you may wish to export their data, should you need it at a later date.


The first step in deleting an employee is to Archive it. 


Go to Organization > Employees. 


Select the employee and then click options in the top right corner.



A dialog box will appear, check the information is correct, then click Archive Employee. 



You should then be directed to the Archived Employees page, where that user is visible. 



Click Request Deletion, a dialog box will appear, check you are happy with the deletion and click Yes, mark this employee for deletion.



Once confirmed, the employee will enter Pending Deletion state for 7 days. During this time, the deletion request can be cancelled by any user with the HR Manager or Admin roles. After 7 days, the employee and all related data will be deleted. A history of deleted employees can be found on the “Deleted Employees” tab. An audit of all user actions can be found on the Audit tab.





Error Messages


There are a number of errors you may receive when trying to achieve an employee. 


You may receive an error telling you to remove the roles from the employee.


Head to the User Login & Security tab and then select Roles. Untick any roles the user may have. 



You might need to go the team to remove them as a Team Manager and replace them with another user. 


Remember to remove them from both the Managers & Leave Options tabs.


Another error may say that you cannot archive an employee with a pending request. 



For this, you will need to head to the employee's Leave menu and go to requests. The request should either be approved or cancelled. If you cannot see the pending request, you might need to look at a previous leave year, using the dropdown on the right.

 

Back to top



Deleting a team


To delete a team, it must have no members in it, and must not be a parent team. 

Move the employees to another team by going to Organization > Employees. If the team has child teams, reassign these by going to Organization > Teams.


When the team is ready to be deleted, go to Organization > Teams. Select the team you wish to delete and click Options > Delete Team.



A dialog box will open asking to confirm changes, click OK.



Back to top

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.