Inactivate or delete employee records

To reduce clutter in lists, inactivate employees you no longer use. You can also delete employees from the Employees list. Deleted employee records cannot be restored, so if you're unsure, set the employee's status to Inactive.

Employee records that are linked to a transaction or record cannot be deleted. To remove an employee in these cases, go to the transaction or record where the employee is referenced and delete it there.

Inactivate an employee record

1. Go to Reports > Setup > Dimensions > Employees.

2. Find the employee record that you want to edit.

3. Select Edit at the end of the row.

4. Select the Status dropdown and choose Inactive.

5. Select Save.

1. Go to Reports > Setup > Dimensions > Employees.

2. Find the employee record and select Edit.

3. Select the Status dropdown and choose Inactive.

4. Select Save.

Delete an employee record

1. Go to Reports > Setup > Dimensions > Employees.

2. Find the employee record that you want to delete.

3. Select More actions > Delete at the end of the row.

4. Select Delete to confirm.

1. Go to Reports > Setup > Dimensions > Employees.

2. Find the employee record and select its checkbox.

3. Select Delete.