Edit & Delete Workers
Update worker information as things change, or remove workers from your roster.
Editing Workers
You can edit any worker to update their information, change status, or add more details.
Navigate to Workers
Go to Resources → Workers in the left menu.
Find the Worker
Use the search box or scroll through the table to find the worker you want to edit.
Open Edit Menu
Click the three dots menu (â‹®) on the right side of the worker row and select Edit.
Update Information
A modal window will open with the current worker details. You can modify any field:
Basic Information:
- Employee ID — Update the identifier
- First Name — Change first name
- Last Name — Change last name
- Email — Add or update email address
- Phone — Add or update phone number
Employment Details:
- Hire Date — Update hire date
- Employment Type — Change employment type
- Employment Status — Set to Active or Inactive
Save Changes
Click the Update button to save your changes.
Common Edits
Updating Contact Information
Keep contact details current:
- Add email when a worker gets one
- Update phone numbers when they change
- Fix typos in names
Changing Employment Status
Update status when employment changes:
| Situation | Action |
|---|---|
| Worker leaves the company | Change status to “Inactive” |
| Worker returns from leave | Change status to “Active” |
| Seasonal worker starts | Change status to “Active” |
| Season ends | Change status to “Inactive” |
Tip: Instead of deleting workers who leave, change their status to “Inactive”. This preserves their history in activity records.
Adding Details After Bulk Import
If you used Bulk Create or CSV Import, you may want to add more details:
- Edit the worker
- Add email and phone
- Set correct hire date
- Select employment type
Deleting Workers
You can delete workers who are no longer needed, with one important restriction.
Workers assigned to activities cannot be deleted. If a worker has been assigned to any activity (past or present), the delete option will not be available. This ensures your activity records remain complete.
When You Can Delete
The Delete option is available only when the worker:
- Has never been assigned to any activity
- Was added by mistake
- Is a duplicate entry
How to Delete
Navigate to Workers
Go to Resources → Workers in the left menu.
Find the Worker
Locate the worker you want to delete.
Select Delete
Click the three dots menu (â‹®) on the right side of the worker row and select Delete.
Confirm Deletion
Confirm your action in the dialog that appears. The worker will be permanently removed.
When You Cannot Delete
If the worker has been assigned to activities, the Delete option will be disabled or not shown.
What to do instead:
- Change status — Set status to “Inactive” to show they’re no longer active
- Add a note — If there’s a notes field, document why they left
- Keep for records — The worker remains for historical activity records
Why this restriction exists: Activities reference specific workers. If workers could be deleted, your activity records would have missing information about who performed the work. Keeping the worker record preserves your complete operational history.
Best Practices
Keep Information Current
- Update contact details when they change
- Change status promptly when workers leave or join
- Correct any errors in names or IDs
Use Status Instead of Delete
For workers who leave:
- Change status to “Inactive”
- This keeps historical records intact
- You can reactivate them if they return
Regular Review
Periodically review your worker list:
- Mark departed workers as Inactive
- Update outdated contact information
- Ensure all active workers have current details
Next Steps
- Viewing Workers — Browse your team roster
- Adding Workers — Add new team members
- Activities — Assign workers to farm activities