I need to remove a worker from some plans, and rather than go into the records one by one I was wondering if anyone has tried to do this and how you did it.
Thanks!
Hi Melissa,
There is not a way to globally remove a worker from a plan from the application. If the plans are marked "show in portfolio" you could use Plans > Portfolio for that worker.
Global update/edit to workers utility report is something I've asked my report writer to customize for us.
When we have something, we could share if you're interested.
Hi Rebecca,
Did you ever figure out a utility to mass delete workers from plans?
Adam Binkley