• Rules when deleting a staff member
  • Relieving outstanding WIP
  • Deleting a Staff member

Deleting a staff member

Deleting a staff member will permanently remove it from the Time file including all related transactions, relationships between clients, groups, contacts, projects, reports, and documents.

Note: For Time users with Cloud Integration enabled, this operation must be performed in Time. Any changes will reflect on CaseWare Cloud upon the next successful merge. See more.

Prerequisites

• Prior to deleting a staff member, ensure you adhere to all rules when deleting staff members. For more information, see "Rules when deleting a staff member".

 With Protection activated, you require the following right in the file

• Staff: Edit under the Setup: Staff category

If Cloud Integration is enabled,

• You must be Online to perform this operation. When you are Offline, this operation is disabled.

• Your account on Cloud must be assigned a role that grants Delete permission on the Staff object.

Procedure

1. Access the Staff dialog from the menu Setup | Staff.

2. Specify the Staff No. or select it using the drop-down list.

   

3. Click Delete and then confirm.

Results

After deleting a staff member, their account cannot access the Time file and any assignments to clients are removed as well.

Notes

• You can delete only those staff members that have no transactions in WIP for the year.