It is not complicated to remove an employee from your Smartplan account. When you are on the homepage you should click on the menu item “Employees”.

Then you can just find the employee, you wish to delete from the account on the list and click on the employee’s name.

When you are on his/her profile, you can click on “Delete employee”.

Now, a small window will open. There will be a scroll-down menu, where you can choose what should happen with the employee’s future shifts.

Should they be deleted from the rota? Put available? Or maybe handed over to another employee?

The menu looks like this:

In this example, we will handover the shifts to another employee - Susan. When you have chosen what should happen with the shifts, click on “Delete employee” in the open window.

The user will now be deleted and he/she will no longer have access to the Smartplan account.

The employee’s former shifts will not be deleted. You will still be able to see them in the logbook, just like the other employees’ hours.