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How to Clear Resource Allocation when an employee is terminated?

edited Apr 26, 2023 7:43PM in Ask A Guru 8 comments

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

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