How to Delete a Visitation Policy and Handle Affected Employees

The Visitation Policy deletion feature in Staffinc Suite allows Client Admin users to remove policies that are no longer needed while keeping the database organized and up to date. Before a policy is deleted, the system notifies admins about any employees currently assigned to channels that use the selected policy and allows the related employee list to be exported. This ensures admins have full visibility of the policy’s impact before proceeding with the removal.

Once the deletion is completed, the policy will no longer be visible in the Control Panel and is handled through a soft deletion process, with the assigned policy ID automatically removed from related employees. Understanding this behavior helps Client Admins manage policy lifecycle changes confidently while maintaining data consistency and minimizing disruption to ongoing operations.