You must determine whether an employee has a history in ES Optimizer before deleting an employee. If an employee has a history in the ES Optimizer database, the employee’s record cannot be deleted from the database. Therefore, the employee can only be set as inactive and not deleted. What does employee history mean? Employee History is an employee has performed or was involved in at least one function recorded in ES Optimizer: employee in a training class, employee performed an inspection, employee in a work schedule.
Below is the procedure to remove/delete employee records in ES Optimizer:
1. Click
on the Employees button to open the
Employees List.
2. Select
the employee record(s) you want to remove/delete. You can do this by the
following methods: Click on the Find button to get the figure below:
Or utilize the Employees List as shown below to search the records of employees:
3. Click
on the Delete button before the
employee name and you will be prompted with the figure below:
4. If you click on the Yes button and the employee selected has no history records, you will get the confirmation as shown below:
5. If you click on the "Yes" button but the employee selected has a history in your ES Optimizer database, you will receive the notification figure below:
Such employees cannot be made inactive until changes are made in the Personnel Schedule.
6. Click
on the Close button to go back to
the Employees List.
7. Repeat steps 2 through 7 for all other employee records you want to delete.