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Removing a team member ends their company access and changes the assignment of their unfinished visits. Review the affected work before confirming because the removal cannot be undone.

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What happens to visits

  • Unstarted visits return to unplanned work in their original planning week, including past weeks and visits whose customers were already notified.
  • Visits in progress keep their planned time but lose the assigned team member.
  • Completed visits and recorded history remain attributed to the former team member.
1

Review the member's work

Check upcoming, past unstarted, protected, and in-progress visits before removing access.
2

Remove the member

Open the team-member action, review the warning, and confirm the removal.
3

Review unplanned work

Open each affected original week in Planning and decide how its returned visits should be handled.
4

Resolve visits in progress

Review visits that lost their assigned member and assign operational ownership where needed.
Customer notification promises remain relevant after a visit returns to unplanned work. Review the customer impact before assigning a new time.
Last modified on September 20, 2026