If you’re a financial admin, then you’re able to “forget” a staffer. It’s an alternative to deactivating them.
When a staffer is forgotten, all personal information is removed from BigTime, including their name. The staffer’s name and email will update to a system id number.
Although you’ll still see time and expenses the staffer logged against a project, you can’t see the staffer’s name who logged that data.
This article will show you how to forget a staffer.
1. Click MY COMPANY...STAFF LIST from your navigation bar.
2. Select a staffer from your Staff List. This will take you to the Staff Dashboard.
3. Scroll to the bottom of the Staff Dashboard. Towards the bottom left you’ll see a button that says DELETE STAFFER. Click on the gray arrow next to that button and select FORGET STAFFER from the picklist that appears.
A small window will pop up to confirm that you want to forget this staffer. This is a permanent action, and can’t be undone.
Note: This article references our legacy navigation. Your BigTime account may be using legacy or our new, intuitive navigation. In the new, intuitive navigation, you'll now find the Staff List under the Resourcing tab instead of the previous My Company tab. See the full list of navigation updates here: https://help.bigtime.net/hc/en-us/articles/31256084944407-Early-Access-New-Navigation