Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
How to Clear Resource Allocation when an employee is terminated?
Looking for insights or tips for an inactive employee still showing up as an allocated resource. Since I just noticed these are not being removed we've done some clean-up but wonder best practices going forward.
Is there a setting to make sure these get cleaned up when an employee leaves?
Do you run a saved search to identify employees who leave and manually remove the resource allocation?
Have HR remove them as part of the exit process?
Looking forward to hearing how others handle this.
Sue
Sue Campau
VP of Business Process Optimization
KCI, LLC
Tagged:
0