Deleting a Company from a Staff Member’s Profile

In some situations, an employee may move on from a company or agency while still working for another.

To remove a company:

1. Navigate to the Staff Search screen.

Main Menu > Staff.

2. Locate and double click on the staff member using the search filters.

3. Click General.

4. Change the Status to '10 - Cancelled.'

5. Select a Reason Code for the cancellation.

6. Enter any details in the Note field.

7. Click Save.

8. Click Save.

 

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