In this guide we will look at the steps we recommend taking when a staff member leaves.

TABLE OF CONTENTS

• Updating Staff Member Status to Inactive
• Ending Employment for a Staff Member 

Updating Staff Member Status to Inactive

1. First, navigate to the Staff Record by clicking Staff > List.

2. Select the relevant Staff Member.

3. Click View Staff.

4. Now you are on the Staff Record, select the Work tab.

5. Untick Current Staff.

This will stop them displaying around the system.

Ending Employment for a Staff Member

1. From the Staff Record, select the Personnel tab.

2. Click the End Employment button.

3. Here you can select the relevant options for everything the staff member needs to be removed from. This includes disabling their staff record and disabling their login so that they no longer have access to any data stored on your system.

When complete, click End Employment.

4. Ensure you click Save Staff after completing any changes you make.