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If someone's left your workplace, you'll need to archive their employee record.
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
Method 1 - Remove Button
Step 1
Step 1
From the site inbox, hit the 'Switch to Manage Mode' button:
Step 2
Step 2
Click 'All Employees' on the manage sidebar:
Step 3
Step 3
Find the person you're looking for and click 'Remove' on the right side of their name:
Step 4
Step 4
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
Method 2- Edit Employee Record
Step 1
Step 1
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
Step 2
Step 2
Type the employee's leaving date in the "End day" field:
Note - the end day is the last day of working, the system will consider them as current up to midnight (UTC).
Step 3
Step 3
Then click 'Save employee' at the bottom of the page.
Don't worry about open tasks related to the employee - the system will take care of them automatically and close them after their last day of working.
Don't worry about open tasks related to the employee - the system will take care of them automatically and close them after their last day of working.
If you want the employee to be archived and their tasks to be auto resolved straight away, use the previous day as the End Day.
If you want the employee to be archived and their tasks to be auto resolved straight away, use the previous day as the End Day.
Note - you can prepopulate the End Date for short term contracted staff.
Note - you can prepopulate the End Date for short term contracted staff.
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