Offboarding someone (managers)

Open Employees. The directory has Employees, Join Requests and Deactivated tabs, each with a count.

1. Find the person and choose Deactivate.
2. Confirm. You'll see "Employee deactivated" and they move to the Deactivated tab, badged Deactivated.
3. Reactivate from the same tab restores them.

What deactivation does

Deactivation is a real lockout, not a hidden flag — sign-in is blocked on web and mobile. Their history stays: past shifts, timesheets and documents remain intact for reporting and payroll.

Practices

• Deactivate rather than delete. Deleting a person destroys the record that they worked those hours.
• Deactivate on the last day, not the day the resignation is announced — they still need their own timesheet until then.
• Check for future shifts before deactivating, or those shifts silently become unstaffed.
• Revoke any kiosk they had access to, and remember their PIN stops working with the account.