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Employee departure

Enterprise

Relevant only for Enterprise customers where employee data including contract details is transferred via interface from the ERP.

Once a departure date is recorded, the timeline is endlessly hatched in grey from that day on. This signals that the employee is leaving and that there may still be active bookings.

Automatic vs. manual deletion

  • Automatic: as soon as there are no more bookings, the employee is deleted automatically.
  • Manual: in the employee view, click the name and choose Delete in the bottom left of the master data window.
Precondition for manual deletion

Manual deletion is only possible if there are no future bookings. If bookings remain, an error message appears when attempting to delete.

Behaviour after departure
  • New bookings are no longer possible.
  • Periods without bookings: the employee is hidden automatically.
  • Periods with past bookings: the employee is shown again automatically.