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Deleting a Team Member's Data from Team Records
Deleting a Team Member's Data from Team Records

Removing an Onboarded Team Member from Team Records

Francis Pefianco avatar
Written by Francis Pefianco
Updated over a week ago

You can remove an employee's information from your Team Records product if you no longer need it. To delete a team member's data, follow the steps below:

Step 1: Go to the Team tab > click the name of the employee > click the three-dot (...) menu on the far right side of the page > Select Delete team member.

Step 2: Read the pop-up message and click Delete.

Note: The checkbox beside "Yes, delete this team member permanently" is automatically checked. Unchecking this will not allow a team member's deletion.

Suppose you need to delete more than one record at a time. We also have the option via Bulk actions to delete multiple records.

Note: Bulk actions allows you to perform tasks on more than one employee such as Update status to Offboarded, Update status to Active, Export summaries (.csv), Export document packets (.zp), and Delete team mebers. To do this, tick the checkbox beside the name of employees, click the dropdown arrow beside Bulk actions, and select the one from the menu.

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