Delete a staff member
Delete a staff member for good, or hide them from the planner to keep their history, and fix what stops a deletion.
People with the «Crew» permission in edit mode. With view mode you can open records but not change them.
When someone leaves your company, you have two options. Turning off takes them out of the Planner and keeps their whole history. Deleting removes the record for good. For someone who has worked on past jobs, set them aside; delete only records you created by mistake.
Before you start
- Deleting can't be undone. There's no trash and no inactive status.
- If the person logs in to Filmo, remove them in «Settings» → «Team and security» first.
- Check that they aren't on reserved or in-progress orders, and end any weekly series with future dates in «Staff availability».
Delete the staff member
- Open the record Go to «Crew» → «Crew members» and click the person.
- Open the menu Click «⋯» and choose «Delete».
- Confirm «Delete staff member» warns “This action cannot be undone.” Confirm.
What's deleted and what stays
| What happens | |
|---|---|
| The record and its one-off absences | Deleted |
| Draft, cancelled or finished orders | Kept. The service line no longer shows the person. |
| Projects, tasks, internal services and incidents | Kept, still pointing to a person who no longer exists. Filmo doesn't clean that up. |
| Campus subjects and opportunity collaborations | Removed. Opportunities they owned are left without an owner. |
| Search | The person no longer appears. |
| Their Filmo user, if any | Untouched. |
Set someone aside instead
Hide a staff member from the planner
With «Show in planner» off, the person stays in the list, search, past orders and the staff calendar, with all their absences, but no longer appears in the Planner as a candidate. Turn it back on when they come back.
Warning: The «Employability» card where this switch lives doesn't save today: it shows “Datos inválidos”. Change it by file, or ask NEO.
- Open «Update» In «Crew members», click «⋯» → «Update», with Filmo in Spanish.
- Download your current data Pick CSV or Excel and download it.
- Edit the file Keep the “NO MODIFICAR (ID)” and “Mostrar en planificador” columns, delete the others, and write “no” for the person.
- Upload and apply Upload the file and confirm the update.
If deletion is refused
Why can't I delete a staff member?
| What you see | Why | What to do |
|---|---|---|
| “This staff member cannot be deleted because they have platform access. Revoke their access first from the "Platform access" card.” | The person can log in to Filmo. | Remove them in «Settings» → «Team and security», then delete. |
| “No se puede eliminar: el personal tiene asignaciones activas en pedidos.” (in Spanish) | They're assigned on reserved or in-progress orders. | Wait until those orders are finished, or assign someone else. |
| “RESOURCE_HAS_ACTIVE_AVAILABILITY_RULES” | They have a weekly series with future dates. | Delete the series in «Staff availability». |
Frequently asked questions
No. You can create the person again, but past orders won't link to the new record.
No. Users are managed in «Settings» → «Team and security». See Give a staff member access to Filmo.