Edit and delete staff laborers

Updated by Jill Bowers

Edit staff laborers 

  1. Open Xactimate Admin and select Instances. 
  2. Select your instance from the table. 
  3. Select Configuration.
The Configuration tab in Instances in Xactimate Admin
  1. Find the user you need to edit in the table in the T&M STAFF LABOR card.  
  2. Select the pencil icon next to the employee to open the Edit staff laborer side drawer. 
Edit laborers in the T&M Staff Labor table
  1. Make any desired changes. 
Note: The Name and Employee ID fields cannot be edited. 
  1. When you finish making changes, select SAVE. This closes the Edit staff laborer side drawer. 
Fields to populate in the Edit staff laborer side drawer

Delete staff laborers 

  1. Open Xactimate Admin and select Instances. 
  2. Select your instance from the table. 
  3. Select Configuration.
    The Configuration tab in Instances in Xactimate Admin
  4. Find the user you need to delete in the table in the T&M STAFF LABOR section.  
  5. Select the trash can icon next to the employee.
    The trash icon in the T&M staff labor table
  6. Select DELETE. 
Delete button to delete staff laborers

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