You can deactivate employees who have left the business without losing their essential data. Their past scheduled shifts, time off records, and payroll records will be retained.
How to Archive a Leaver
Before Deactivating an Employee:
Ensure there are no current or future activities for the employee. The system will alert you if any issues need resolving before proceeding.
Tidy up
Complete employee's last payroll
Check for and delete any planned or approved time off records in the future
Remove from all active rotas
Deactivation Process
Navigate to Employees tab and find the employee on the list
Click on the "..." button beside their name
Click "Deactivate User" and confirm
What Happens Next?
Employee will be moved to the Inactive Employees
Employee and Rota Manager access to the system will be automatically revoked.
Note: Administrators can be created and deactivated but retain their access. This is useful if you want to provide a user with full access who does not appear on rotas or payroll (e.g. an owner, payroll or HR administrator).
Please revoke Administrator access before deactivating if you no longer want it to remain active.
How To Switch Between Active and Inactive Employee Tab
You can toggle between the two tabs by clicking on the icon shown below:
How to Reactivate a Returning Employee:
Go to Employees Tab > Inactive Employee Tab
Locate the employee and click on the "..." button beside their name
Select "Reactivate User" and confirm
Add the employee to relevant rotas
