On your admin space, you can either remove beneficiaries one by one or do it in bulk. This article explains how to remove several employees at the same time.
đĄ Good to know
You can remove multiple employees from one or more programs
You can schedule the withdrawal date.
đ©âđ» Procedure to be followed
- Go to your admin area, Collaborators tab
- Click on Actions > Remove collaborators from the program
- On the page that appears, choose the date on which you want to remove employees and the programs involved. đĄ If you do not select a date, the deletion is instant after your validation
- On the next page, click Export file. A pre-filled file with your beneficiaries will be downloaded to your computer. On this file, delete the employees that do not need to be removed and keep only those to be removed.
- Import your modified file in the "Download your CSV file" reserved area.
- A summary is displayed.
- Click Validate. A confirmation will appear: Operation completed.
đ§ Your CSV file has some errors
If errors are present in your file, you can download an Error Report to learn more. Several errors are possible:
- We have not found the email
- You are trying to withdraw your own account from a program when you are the last administrator
- In the case of the Business travel program, one or more employees are validators
You have two options in this case:
- Either you ignore the errors and continue the process. Only beneficiaries who are not affected by the errors will be removed.
- Either you can start over and import a new fixed file.
đ How to see planned departures?
- Go to the Collaborators tab
- Hover over the employee in question. Or click on the employee in question.