Remove a worker with guided offboarding

Preview what happens to a worker’s access and operational records before removing them from this business.

Preview what happens to a worker’s access and operational records before removing them from this business.

Before you start

Availability: Plan and role requirements vary. Enabled business features, role permissions, connected providers and supported devices may add requirements.

Documented roles: Owner, Office. A role name alone does not override the permissions set by your business.

Where to find it: Remove a worker with guided offboarding.

Check the exact business and worker, and review active work before confirming. Owner and role restrictions still apply.

Using this guide in United States

  • Choose your business country when creating a new account. For an existing business, check the country in Business settings before entering addresses or preparing documents. Some country changes are unavailable for existing businesses, even when new accounts can sign up in that country. Changing the public website region does not change your business settings.
  • Check the business currency (USD), time zone and document tax settings. Only enable tax collection if your business is registered and the settings match your requirements. Your customer invoice tax settings are separate from tax on your AllQuote subscription.
  • Screenshots use demonstration records. Their sample currency, addresses and tax amounts do not override your business settings.

Step by step

  1. Open Business settings > Team with team-management permission and select the worker removal/offboarding action.
  2. Read the preview of affected assignments, open time and work ownership. Check who receives any reassigned responsibilities.
  3. Confirm removal only after reviewing the consequences. Do not remove the worker simply to hide a historical timesheet.
  4. Review the completion summary and the affected operational records. The worker’s historical contributions remain distinct from current membership.

Worked example

Before removing a fictional departing worker from this business, review the affected assignments and open time in the preview. Confirm the intended handover and check the completion summary while retaining the worker’s historical records.

This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.

Check the result

Reopen the original record or confirmed result, check its business and key values, and resolve any error or uncertain response before repeating the action.

Limits and troubleshooting

Removing membership is not erasing the worker’s historical records or removing them from every other business.

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