How do I remove an employee from a project?

In order to meet evolving project requirements, companies may need to update their team and resource details. This ensures precise tracking of employees' time and contributions across various project tasks. There are instances, such as when an employee resigns or transitions to another project, that necessitate the removal of a resource from a specific project.

Now, let’s explore the steps to remove an employee from a project.

To begin, navigate to the Project section (1) and select the Projects tab (2). This action will take you to the Project List (3). From there, choose the Active Projects option (4) to display all currently active projects.

Next, click on the name of the project (5) that you wish to modify.

In the window for the selected project, navigate to the Team section (1). Here, you'll find the Active Allocation list, which displays all employees currently assigned to the project.

To remove an employee from the project, simply click on the Delete (2) icon next to their name.

The system will display a list of tasks associated with that employee and prompt you for confirmation. To proceed with the removal, simply click on the Remove option to unassign the employee from the project.

If you want to learn more on If you would like to learn how to modify the start date of an employee's timesheet, please click here: Changing the Timesheet Start Date for one Employee