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:

1. In the left navigation panel, click Projects.
2. Enter the project name in the Search Asset/Project/Tag field.
3. Click the project name to open it. 
4. Under Roles, click the Role the worker is confirmed to.
5. Find the worker you want to remove. 

If the worker has not started the role:

6. Click the ellipsis and select Undo Confirmation.  

The worker is now found in the Matches stage. 

If the worker has started the role:

7. Update the end date of the engagement:
   Click on Calendar (next to End Date).
8. Enter the date the worker is to be removed from the role.
   Click Next.
9. (Optional) Notify the worker and add a custom message. 
10. 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. 

Updated 06 August 2024 01:13