How to remove an employee

When an employee leaves employment at your agency, you can remove them by doing a few simple steps:

Steps to Deactivate an Employee:

1. Go to Menu > Organization Setup > Employees.
2. Find the employee in the list.
3. Click the Edit (pencil) icon next to their name.
4. On the employee settings page, in the lower left corner, click the Deactivate button.
5. Select the employee's last day of employment. This is the date they will be deactivated.
6. Click the Preview button.
7. Review the list of changes that will be made upon deactivation. This may include removal from the schedule, removal from groups, and changes to their permissions.
8. If the changes are correct, click the Deactivate button to confirm.

Important Notes:

• The employee will still appear on the schedule for the month in which they were deactivated. For example, if you deactivate an employee on October 15th, they will still appear on the schedule for October. They will be removed from the schedule starting in November.
• If the employee still appears on the schedule after their deactivation date, they may have a manually edited shift that needs to be reset. To do this:
  1. Go to the day with the blue outline (indicating a manual edit).
  2. Click the Edit Shift button.
  3. Click the Reset button. The day should now show "[no work scheduled]".
• To Reactivate an employee, go to the Employee Settings and click on the Reactivate button

Still Need Help?

If you have any questions or encounter any issues, please contact our support team.