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.

Prerequisites

• You have the required permissions (see above)

Instructions

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.

Step 1: Reassign positions (if applicable)

If the employee has positions assigned, you can reassign them to other employees:

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.
4. Repeat for each position the employee holds.

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 Remove employee (or Remove and reassign position if you’ve selected replacements).

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.

Troubleshooting

Issue	Solution
Cannot find the employee	Use the search bar to filter the employee list by name or email.
Position reassignment fails	Ensure the target employee has an available position slot (primary or secondary).