Why Unable to Delete Staff from Worksy?

Modified on Thu, 4 Jun at 2:29 PM

Worksy system is not available to delete those staff who have processed payroll or assigned schedule staff. This is because system needs to keep track of all the history record from this profile for checking purposes.

Sample error message:

If you are no longer using this particular account, we recommend keeping it for a potential future use, either for new employees or as a testing account.

This way, the account can be recycled and utilized efficiently within the system.To recycle the account to a new joiner, please follow the steps below:

Solutions:

1. Progress resignation for the not-in-use staff. So the system will not process any transaction for the resigned staff. (recommended). Refer to Resigning an Employee or Resignation Process in Worksy.

2. Recycle the testing staff profile. For a new joiner can re-use the testing profile. But ensure all the profile information has been updated correctly.

Recycle Tester Account

1. To recycle the employee's profile, please assign a different schedule (test/dummy schedule) to the profile. How to Add / Edit Staff Schedule

2. Once a new joiner uses the recycled profile, kindly edit the hiring date accordingly in the timeline tab. The new hiring date will be reflected as usual. Refer to FAQ: Edit Employment Details in Employee Profile Timeline

However, do take note that the new hiring date can only be amended provided that there was no progression update made on that profile previously. Fix “Cannot Select a Hire Date That Is After Any Progression Record” Error

Sample error message prompts if the hired date is amended after the progression record.

If you encounter a similar error message as above, delete all the previous progression updates first before proceeding to enter the new hire date.

We hope this explanation clarifies the matter. If you require further assistance, please don't hesitate to contact our support team.