Marking an Employee as Left / Archived
If someone's left your workplace, you'll need to archive their employee record.Â
If you have access to add new staff via All Employees in the manage sidebar use Method 1, otherwise scroll down to Method 2.
Method 1 - Remove Button
From the home page, hit the 'Manage' button:
Click on 'All Employees' in the manage sidebar:
Find the person you're looking for and click 'Remove' on the right side of their name:
In the pop-up message, click 'Mark as Ex-employee'. This will set their leaving date to today (if you want to set a specific date user Method 2)
Method 2- Edit Employee Record
If you don't have access to All Employees or if you want to set a specific leaving date, click on the employee's name, then hit "Edit" in the top right
Type the employee's leaving date in the "End date" field:
Click save in the bottom right corner:
Don't worry about open tasks related to the employee - the system will take care of them automatically and close them.