Deleting employees | Practice Manager

You can delete an employee from the database but only when there are no transactions on their record and if you have permission to do so.

If there are transactions, the system will not allow you to delete the record. In this situation, make the employee Inactive to maintain the accuracy of the transaction-based reports.

(AE) You cannot delete a currently logged in employee.

To delete an employee using the Find Employees page

Select Contacts > Open > Employee on the toolbar. The Find Employees page opens.
In the Search for field, enter the employee’s code, employee’s name or part thereof.

If you leave the Search for field blank, all employee records are returned by the search.
Select your search options:

Select the Hide form when only one item found option, if required.
Select the Search any part of name/code option, if required.
Select the Include inactive employees option, if required.

Click Search. The results that match your search criteria are listed.

If a single record matches your search criteria and you selected Hide form when only one item found, the Employee page opens instead.

Select the employee to be deleted. The employee entry row in the table is highlighted.Click Delete employee on the Tasks bar. The Delete Employee message is displayed.Click OK. The employee is deleted from the database and the Delete Employee message closes.

If an error message is displayed, see Closing employees/making employees inactive.

To delete an employee from the Employee page

Find and open the employee. See Finding and opening employee records. The Employee page opens on the Main tab by default.
Click Delete employee on the Tasks bar. A Delete Employee message is displayed.
Click OK. The employee is deleted from the database and the Delete Employee message closes.