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How To Delete an Employee

How To Delete an Employee

If an employee is leaving your company, you do not need to delete this employee from flair immediately. Instead, you can simply fill in the End Date field in the employee’s record, and this employee will then be marked as no longer active.

Add an End Date in flair for employees leaving your company

There are, however, some cases where you may need to delete an employee record from flair entirely. For instance, if an new hire has signed a contract but changes their mind before joining your company.

We generally advise against deleting an employee record from flair when an employee leaves the company. This is because regulations often require you to store certain employee information for a specific time period after they leave the company. Please check which retention periods apply to your organization.

When you open an employee record in the Employees page in flair, you will see a Delete button next to their name. Clicking this button will result in an error message if the employee is associated with other records. To successfully delete the employee, you first have to delete these records.

Deleting an employee from flair

The error message will give you a full list of the records associated with the employee. These will typically include timesheets, workloads, absence allowances, and performance reviews. All of these records will need to be deleted before you can delete the employee from flair.

If there are records associated with an employee, you will see an error message. You must first delete the associated records.

To help speed up deletion, you can use filters to quickly search for records associated with the employee. For example, in this error message, Adan Miguet’s employee record cannot be deleted because it is still associated with employee notification messages named a1U0600000DtSir and a1U0600000DtSkb.

To delete these records, type Employee Notification Messages into the App Launcher. Select the All list view to display all records. Then click the funnel icon on the right to open the filter options and click Add Filter.

Using filters to find and delete records associated with an employee in Salesforce

You can now refine your search in several different ways. For example, you could search for the exact record name as displayed in the error message, e.g. a1U0600000DtSkb. Or you could filter by the employee’s name, as shown in this example. This will show you all the records of this type that are associated with the leaving employee, allowing you to delete them faster.

You can repeat this process for other records types, such as timesheets or workloads.

Using filters to find and delete records associated with an employee in Salesforce