All About Deleting a Company in Vincere
Need to delete a company but unsure how to do it? Check out the steps below 😉
📌 Important Considerations
Permanent Deletion: Deleting a company will also permanently delete any associated contacts and jobs.
Before Deleting:
Ensure the company has no jobs assigned if you want to keep a record of those jobs.
Ensure the company has no associated contacts that you want to keep a record of.
⭕ How to Delete a Company?
You're able to do this action both in Company List Table View and Company Profile
From the Company List Table View:
To delete a company from the Company List Table View first tick the checkbox next to the company you want to delete > Select 'Delete'
From the Company Profile:
To delete a company from the Company Profile simply click on the 'Action' button located at the top right of the screen > Choose 'Delete'
⭕ What to Do if the Company Has Jobs and Contacts?
You can transfer or merge these records to a different company before permanent deletion.
To to this simply select the company > Actions > Merge to Another Company.
📂 For More Details: Click here for instructions on how to merge companies.
⭕ Restricting Users from Deleting Companies
To restrict the Users to not delete the Company follow the steps below ⬇️
Head to 'Settings' > 'User Management'
Select the user.
Go to the 'Permissions' tab located on the left top of the screen
Look for the 'Companies' section.
Adjust permissions to restrict users from deleting companies.
📝 Additional Note:
Active Placements: You cannot delete companies with active placements synced to Timetemp.
By following these guidelines, you can ensure the deletion process of companies in Vincere is smooth and error-free.
Happy Recruitment #TheVincereWay🤩