How to Delete a Staff Record

To delete a staff record, you must have access to Staff Records within Navigator. If you do not have the required permissions, a manager will need to perform this action.

Steps to Delete a Staff Record

1. Access Staff Records

1. Go to Setup from the main Navigator menu.
2. Select Staff Records from the dropdown menu.

2. Load the Staff Record

1. Enter the staff number or select the user from the dropdown menu.
2. Click Load to bring up the staff record.

3. Mark the Staff Member as Left

1. Navigate to the Leaving Details tab.
2. Enter the date left in the appropriate field.
3. (Optional) If necessary, select a user under Replaced By Member to transfer tasks, such as enquiries, to another staff member.

4. Save the Changes

1. Once all details have been updated, click Save to finalise the record.
2. The staff member will now be marked as left/deleted in the system.