Deleting an employee from Weel protects the business without any extra work. Every card linked to them is permanently blocked, their pending approvals and Budgets move to someone else, and their historical transactions and receipts stay untouched for reporting.
How It Works
- Every card linked to the employee (physical, virtual, and secondary) is blocked permanently and automatically, usually within minutes.
- Cards tied to a subscription Budget stay active and reassign to your Admin, so recurring payments keep working.
- Any transaction already authorised before the block keeps processing as normal, so merchants aren't left with a declined charge.
- Pending approvals reassign automatically to their delegate, or to your Owner or senior Admin, so nothing stalls and other approvers see no change.
- They're removed from every Budget, its spend adjusted, and if they were the sole approver, your Admin takes over automatically.
- Past transactions, receipts, and expense reports stay fully visible for reporting; nothing is deleted along with the employee.
Good to know
- Only Owners and Admins can delete an employee by default (a custom role can grant this too), on every Weel plan. See Understanding the Different Roles and Access Levels Within Weel for details.
- If deleting them would leave a Budget or Approval Rule with no one in charge (for example, they're the sole approver), Weel blocks the deletion until you reassign that role, update the Budget, or add another user to the Approval Rule. Once that's resolved, the changes above go through automatically.
- Deleting is permanent, unlike pausing. If you want to keep the option of reactivating later, pause the account instead. See What happens when my Business account or Employee account is paused?.