Skip to main content

How to turn off or delete instructions for Payroll Agent

A
Written by Adrian Quinn

We know that approval logic changes over time. If an instruction is no longer needed or you want to pause it, you can turn it off or remove it in just a few steps.

Turning off an instruction (without deleting it)

If you want to pause an instruction without removing it permanently:

  1. Go to Agent Hub in the main navigation menu.

  2. Select the agent whose instruction you want to pause.

  3. Find the instruction and use the toggle to switch it off.

The instruction stays saved but will not be applied to incoming requests while it is off. You can toggle it back on at any time.

Deleting an instruction

If you want to remove an instruction permanently:

  1. Go to Agent Hub in the main navigation menu.

  2. Select the agent whose instruction you want to delete.

  3. Find the instruction and hit Edit

  4. Then click the Delete Instruction button.

  5. Finally confirm that you want to delete the instruction

Deleted instructions cannot be recovered. If you think you might need the instruction again, use the toggle to switch it off instead.

Did this answer your question?