Remove employee records

This guide shows you how to remove employee records from your organization. When you remove an employee, you can optionally reassign their positions to other employees.

Required permissions

Account Owners, Super Admins, Account Managers, and Org Admins can remove employees.

Caution

Removing an employee is permanent. The employee will lose access to Klarify and their positions will be unassigned unless you reassign them.

Navigate to the People page in the left sidebar and select the Employee tab. Click the overflow menu (···) next to the employee you want to remove and select Remove.

Employee with no positions

If the employee has no positions assigned:

1. Check I confirm that you want to permanently remove this Employee.
2. Click Remove employee.

Employee with positions assigned

If the employee has a primary position, secondary position, or both, you can reassign these positions to other employees before removal.

Step 1: Reassign positions (optional)

For each position the employee holds:

1. Check Reassign [Position Name] to a different employee to expand the reassignment options.
2. Search for and select the employee who will take over this position.
3. Choose whether the position becomes their Primary or Secondary position.

Tip

You can reassign both positions, only one, or neither. Positions that aren’t reassigned will become vacant.

Step 2: Confirm removal

1. Check I confirm that you want to permanently remove this Employee.
2. Click one of the following:
   • Remove and reassign position — If you’ve selected replacement employees.
   • Remove employee — If you’re not reassigning any positions.

Notifications

When an employee is removed, notifications are sent to:

• In-app notifications — Org Managers, Super Admins, and Account Owners receive notifications about the removal and any position reassignments.
• Email notifications — Relevant stakeholders receive email notifications about the change.

Next steps

• Create employees
• Update employee records