⚠️Important: You can delete an employee if they haven’t been exported to payroll. If they have, it's recommended to terminate their employment instead.
System administrators can use the admin tab to delete a person or employment, but this will remove all historical data and won’t affect Access Evo or Wise+. This option should only be used for errors where the employee hasn’t been exported or added to other Access products.
Use cases
You can remove an employee from the system in various scenarios such as:
The person was created by mistake and has not been exported to payroll or added to other Access products. In that case, delete the employment or the whole person record.
You only want to remove one employment for example, a duplicate or incorrect contract but keep the person in the system.
You need to fully erase the person’s record such as all employments and data because it was added in error and you’re sure you’ll never need it again.
🤓Tip: If you just want to stop access (not remove data), you can deactivate their account status instead.
Remove an employee from the system
To remove an employee from the system, follow the below steps:
Find the employee using the organisation search then click their Profile.
If there is more than one employment on the person record, switch to the required employment.
Click on the Admin tab then select Delete Employment.
Repeat the above steps for any additional employees you wish to delete.
If you also require the Person record deleting, select Delete Person after all employments have been deleted.
To merge two person records with different employments, delete the new employment and person record in the front-end before exporting, then add the employment details to the correct person record.