Remove inactive personnel from your resource pools to keep your data current and ensure you are only paying for the personnel you are actively using.
If you have personnel who will not be engaged in work for extended periods or who have left your business, it is crucial to disconnect and remove them from your portal.
To remove personnel in bulk from the Resource Pools:
1. Go to Personnel in the sidebar.
2. In the All My Personnel view, select the individual personnel or tick the box at the top to select all displayed personnel.
3. Click the More icon and select Assign Resource Pools.
4. In Assign Pools, click each selection box to uncheck all selected resource pools.
5. Click Save.
To remove a particular person from a Resource Pool:
1. Search for the person's name in the search bar and press Enter.
2. Hover over the name in the search results and click the ellipsis icon.
3. Select Assign to Resource Pool.
4. Uncheck all the assigned Resource Pools.
5. Click Save.
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