It's important to understand the advantages and disadvantages of deleting Employees or Employers. Deleting Employees can help you manage your Agency’s expenses. However, it could also have a negative effect on your Agency if your team needed to view the deleted data.
Before you delete any account, please consider these points.
- Billing is discontinued for those Employees who are deleted. You have more control over your invoice thus you can directly impact your subscription costs.
- Removing Employers can help keep your data up to date. This helps you manage the Employers within your brokerage more accurately.
- No visibility or control of the removed Employer data. Should you need to provide service to an Employer the data won't be there.
- Reestablishing access to the Employee or Employer could involve a transfer with a waiting period. Often servicing an Employer involves time-sensitive situations.
Managing this resource properly is critical to your customer satisfaction, keeping costs and administration workload down. Please consider scenarios where you would need to access an Employer’s data.
Thinking before deleting could save you a lot of time and missed opportunities in the future!