Inactivating Jobs or Locations especially has a broader Workflow as the previously established connections will need to be undone.
To inactivate or delete either a Job or Location any associated entities such as Demands, Assignments and Job Locations have to be deleted. This article will walk through each stage before the Job or Location can be inactivated or deleted.
A. Remove any existing Assignments leveraging the Job or Location
Identify and delete any existing Assignments using Employee filters on the Roster.
1. Click on the Scheduling icon .
2. Select Roster from the Schedule section.
3. Select the settings wheel in the bottom left corner of the Roster screen.
4. Select Roster Options from the Settings drop-down .
5. Open the Employee Filters option.
6. Select the Assigned to option for either Job or Location.
7. Click the flashing plus sign to add the filter to your search criteria.
8. Select the desired Job or Location from the drop-down menu .
9. Click the Apply button.
10. Remove any Assignments resulting from your search. See here for steps on how to remove an Assignment from the Roster.
Note: Not all Assignments will need to be removed as the search will return
all Employees that have an Assignment matching the criteria at some point.
Adjust your calendar view to accommodate any future schedules.
B. Remove Job or Location from Demand Templates
To keep future errors from happening the Job/ Location or Job Location leveraging either will need to be removed from existing Labor Demand Templates.
Please see here for steps on editing existing Labor Demand Templates.
Note: If you are unsure as to which Job Locations are affected please
follow step 1-6 of Inactivating Job Locations to obtain a full list.
C. Inactivate Job Locations
If Job Locations are not leveraged, you can skip to the next section.
1. Click on the Administration icon .
2. Select Job Location from the Master Data section.
3. Select Advanced View at the top right corner of the page.
4. Select either Job or Location from the Advanced Filters, depending on which is wished to be deleted/inactivated.
5. Click the flashing plus sign to add the filter to your search criteria.
6. Select the corresponding entity from the drop-down menu .
7. Select Apply to search based on your selected criteria.
8. Click on the Inactivate button for each Job Location.
Note: All Job Locations based on your search criteria should be inactivated
before the Job or Location can be deleted/inactivated.
9. Press the Next button.
10. Press the Finish button.
D. Inactivate Job or Location
1. Click on the Administration icon .
2. Select Jobs or Location from the Master Data section.
3. Click the trash icon for the Job or Location.
4. Press the Next button.
5. Press the Finish button.