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Archiving, unarchiving and deleting Contractors
Who is this article for?Administrators who want to learn to archive, unarchive and delete Contractors.
Administrator permissions are required.
Effective contractor management involves not only onboarding but also properly handling inactive or obsolete contractor records. This guide will walk you through the processes of archiving, unarchiving, and deleting contractors in the Lucidity system, ensuring your contractor database remains organised, up-to-date, and compliant with data management best practices.
1. Archive contractor
Video: Edit, Archive and Delete Contractors
If no longer being used within the organisation, contractors can be archived. This allows for unarchiving and reusing the contractor in the future.
To archive an existing contractor, from the Contractors page:
- Locate the specific contractor using relevant filters.
- Click Actions to the far right of the contractor.
- Click Archive.
- Click Archive to confirm.
- Once archived, contractors can still be viewed from the Contractors page by applying the Status filter.
2. Unarchive contractors
Contractors can be unarchived if they return to the organisation.
From the Contractor page:
- Locate the archived contractor using relevant filters.
- Click Actions to the far-right of the contractor.
- Click Unarchive.
- Confirm unarchive.
3. Delete contractors
To delete an existing contractor, from the Contractors page:
- Locate the specific contractor using relevant filters.
- Click Actions to the far right of the contractor.
- Click Delete.
- Confirm the deletion.
Deleting a contractor cannot be undone - always use the delete function with caution. It is recommended contractors are archived rather than deleted.
Deleting a contractor will also:
- Delete all documents linked to the contractor.
- Remove links any employees associated with the contractor (employees' profile will remain in Lucidity HR).
Deleting a company from Lucidity Contractor also means the company will be deleted from Lucidity Induction and Lucidity Access.