Deleting components in WFM

Depending on the component you delete in the WFM application, the system handles the deletion differently. Specific components are deleted immediately from the database. Other components are not removed from the database, but are inactive from a specified date.

Components deleted immediately from the database

These components are deleted immediately and completely from the database:

Components deleted by inactivating them from a selected date

The following components are deleted by inactivating them from a specified date:

  • Shifts

  • Shift events

  • Work patterns

  • Employees (by setting an end date)

When you delete these components, they are not removed from the database and they are not automatically unlinked from any other components.

If you are viewing the application in a time frame before the deletion occurred, you can see the component that you deleted. For example, if you delete a shift on 06/10/19 and view a scheduling period for 05/21/19, you can see the deleted shift.

If you are viewing the application in a time frame after the deletion occurred, you cannot see the deleted component. For a scheduling period, the time frame is any week after the deletion. For an organization, it is any day after the deletion occurs.

If the deleted component was associated with another component before the deletion, the system provides a visual cue. For example, a shift deleted on 04/23/19 is displayed in gray in any work patterns to which it was linked. It is not removed from that work pattern, but it is not scheduled.

Delete single assignment, instance or series

Bulk delete multiple components

Cleaning up scheduling components

Deleting an organization and employees (Workforce Optimization User Management Module that an administrator uses to create a profile for each employee in their organization. Guide)