FAQs in this section
How can I add employee details?
What is the User field in Employees used for?
Can I create workflows for the Employees module?
How do I give my employee access to the employee portal?
Where can I add information about my employees?
Who is an employee?
What is a portal employee?
How can I access the Employees module?
How can my employees log in to the employee portal?

How can I delete an employee record?

Follow these steps to delete an employee record:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Service Desk.
  4. Select Employees.
  5. Select and open an employee record.
  6. Click the More icon on the top-right corner.
  7. Click the Delete icon.
  8. Click Yes to confirm the deletion.
Note
  • Only Admin users can delete employee records.
  • Deleted records can be retrieved by going to Main Menu > Tools > Recycle Bin.
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