Delete Feature-People Hub
We have made some enhancements in the deletion of workers' records. Previously, we did not allow the user to delete people who were pushed through to the company (the delete icon wasn't visible for the people who were pushed through to the company). We have revisited this feature so that the delete icon will be available for all people in the People Hub (Dashboard and People List). This will help the user to delete any duplicate accounts or any people that are wrongly pushed into the company.
If the person has left and re-joined (via the leave and re-join feature), the delete icon won't be visible for the re-joined person since it's already linked to another record.
The delete icon won't be visible for closed records either. To delete a closed record, you have to remove the leave date for them and then delete them.
Warning popup before deletion:
If the person has any of the following: illustrations, starter packs, pages/notes, attachments, SDC/IR35 tests, or user login linked to the record, the system would give a warning message to the user before deleting the record.
If the user wishes to proceed with deletion, they can proceed by clicking the "Delete" button, so that all the above will be deleted along with the person's record.
Conditions for deletion:
The user can't delete the person if they have active assignments/sales invoices/expenses/payroll/YTD/pay elements/advance/court order/Statutory payments. A popup message will appear if the user has any of the above.
The user has to remove all the above mentioned entries in the pop up related to the people record and then proceed to delete the person record.
Delete Access:
We have also restricted access to the deletion of workers. Only the Accounting Firm Admin has the access to delete the workers. After that, it's the AFA's decision to grant access to other internal staff. This can be done under each company by the AFA. We have added a new menu for these settings under Settings->Workflow-> Delete Records.
Accounting Firm Admin can select the user role types under "Action To Be Taken By" and save them to give access for worker deletion to different role types for this particular company.
The other role types cannot delete the worker if access is not given to them. They will receive an error message.
