This article is for companies that use workflows where Suppliers propose a personnel, who is then confirmed by a Client.

If your organisation confirms personnel directly, without needing a client to confirm them, please read Remove a Confirmed Personnel (for Suppliers who Confirm Personnel Directly).

You can remove a confirmed personnel as soon as you know they can’t fulfil a role. You can remove personnel individually or in bulk. After a personnel has been removed, they are found in the Removed stage.

After you remove a personnel, an email notification is sent to the partner company you’re working with. (If you’re a supplier, the notification goes to the hiring client.) If you’re the client, the supplier who proposed the personnel gets the email.)

Note: Email notifications are sent to suppliers for engagements begun after 6 August 2024. 

Email notifications are sent once a day, with a batched summary of all personnel removed in a 24-hour period.

In the left navigation panel, click Projects and enter the project name in the Search Asset/Project/Tag/Client field.

Click the project name to open it. Then, click View all roles.

When you select View All Roles, an orange bar will appear on all the role cards, indicating that all roles are selected.  

Under Roles, click the Role the personnel is confirmed to. If you select just one role, only that individual role will display an orange bar, showing it's the sole selection. 

Remove Individual Confirmed Personnel

From the Confirmed stage, find the personnel you want to remove.

Tick the box of the personnel that you want to remove and click More, or click the ellipsis next to the personnel name and select Remove.

Click Yes, Remove personnel to confirm.

(Optional) Notify the personnel and add a custom message.

Remove Confirmed Personnel in Bulk

From the Confirmed stage, tick the box to select multiple personnel or use the Select All to remove confirmed personnel in bulk and click More. Then, click Remove.

After personnel have been removed, they are found in the Removed stage. The information about who removed the personnel and when is found next to the personnel’s name.

Updated 14 August 2025 05:18