How to delete roles assigned to an employee
- Eshaan Khurana (Unlicensed)
For every employee, the employee roles assigned to them can be assigned or deleted.
In the dashboard :
Click on the Hamburger Menu () → Setup → Employees → Employees Roles
Select the Employee Type where the employee has been given permission.
Click on the DELETE button.
Method 1- Delete Employee option → A form appears with the required fields to be filled.
Fill up the form with the Employee Code/ Name and click on the Delete button.
Then confirm deleting the Employee Role from the Employee Type by clicking on the Delete button and the Don’t Delete button if you don’t want to delete the Employee Role.
If you pressed on the Delete button, you’ve successfully deleted the employee from the particular Employee type and removed the permission given to them.
Method 2- Upload Excel option → A form appears with the required fields to be filled.
Click on Select from Computer to upload the Excel sheet.
One can also drag and drop the file into the space provided in the window.
You can download a sample Excel file to understand what data has to be entered by clicking on the Download Sample Excel option from the window.
Click on the Upload and Delete button, you’ve successfully deleted the employees in the excel sheet from the particular Employee type and removed the permission given to them.