This article is for suppliers that can confirm workers directly, without needing a client to confirm them. Use Undo Confirmation to remove a confirmed worker when you know they can’t fulfil a role.
If your organisation has suppliers propose a worker, who is then confirmed by a client, please read Remove a Confirmed Worker (for Propose Workflows).
To undo a worker’s confirmation:
- In the left navigation panel, click Projects.
- Enter the project name in the Search Asset/Project/Tag field.
- Click the project name to open it.
- Under Roles, click the Role the worker is confirmed to.
- Find the worker you want to remove.
If the worker has not started the role:
- Click the ellipsis and select Undo Confirmation.
The worker is now found in the Matches stage.
If the worker has started the role:
-
Update the end date of the engagement:
Click on Calendar (next to End Date). -
Enter the date the worker is to be removed from the role.
Click Next. - (Optional) Notify the worker and add a custom message.
- Click Notify.
By changing the end date, you end the worker's engagement with the project, but preserve their project role history. The worker remains in the Confirmed bucket.
Note: If you want to remove a worker from the Confirmed stage who has started a role, but you don’t need to keep their project role history, you can click Undo Confirmation, as in step 6.
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