How to delete an employee

Roles: Administrator & Employee | Interface: Web

Note:

To delete an employee, make sure they are not linked to anything in the system. This means, employees should not be :

If you're unable to delete the employee, check these points first and remove any connections before trying again.

ON!Track will not allow deletion of an employee if they are set as the default worker for any asset.

Go to Reports and select Unique asset inventory Report and then duplicate it.
Enter the details: Name, Category, File Type, and Description.
If you are duplicating a report template, these fields will already be filled in.

Note: Duplication of report template names is prohibited by the system.
Select the filters Responsible Employee and Default Employee to check whether the employee is assigned as a default worker.
Rest of the attibutes are optional to be filled or updated.
Select the employee you want to delete.
Fill out or update all columns to include complete information.
- For detailed steps and guidance on how to create or duplicate a report template, refer to this article: How to create a report template in ON!Track
Click on Complete and then generate the report.

This report will be also available via email that will show all assets where the selected employee is currently set as the default worker.

Change the default worker for each listed asset to the correct employee.
Once no assets are assigned to that employee as the default worker, the system will allow you to delete the employee record.

Navigate to the "Employee" Tab: Click on the "Delete" icon at the top to delete an employee.

Click on delete to delete the employee .
- A confirmation pop-up appears before you delete an employee.
- The pop-up explains what will happen if the employee is linked to any assets in transit, or report templates.
- After you review the message, select Done to confirm the deletion.

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