Contents of this article is applicable to the following users
Tier: CICO, ESSENTIAL, GROWTH, SCALE
Platform: Web & Mobile
Access Level: Owner & Manager
In the event a staff resigns and have left the company, and you wish to revoke their access or remove him, you can deactivate their account in My Team.
This guide covers the following
Web App - Deactivating Staff
Click on the staff's profile in MyTeams
Click on 'Deactivate Staff' at the bottom.
Staff profile will now go into 'Inactive staff' tab in MyTeam (see below)
You will receive the following pop-up notification to inform you of the restricted access upon deactivating the staff. By deactivating your staff:
Staff will not be able to access or log in to this organisation.
Staff’s existing published and unpublished shifts assigned from today onwards will be removed.
Staff’s historical data like shifts, clocked records will be retained.
Staff’s leave will stop accruing. The accrual will resume on the day staff gets reactivated in the future.
Mobile App - Deactivating Staff
On the More tab, click on My Team and select the user to deactivate. Scroll down and click on the ‘Deactivate’ button. Select the box and click on ‘Proceed to Deactivate’.
Deactivation & reactivation permissions for the following access level are as follows:
You can access this article for more information about the different access levels for our users.
Web App - Reactivating Staff
If you wish to reactivate the account of deactivated staff
Click on Inactive Staff tab
Click on Staff's Profile
Click on 'Reactivate Staff' button below
Mobile App - Reactivating Staff
On the More tab, click on My Team, search and click on the staff account you have deactivated under the inactive tab. Scroll down and click on the ‘Reactivate Staff button’.
Take note that when you reactivating a deactivated staffs, all of their Off and Leave leave type will automatically removed by the system and if you retag it, it will be prorated from scratch!
Automatic Deactivation with Contract End Date feature
Enable automatic deactivation of inactive staff by filling in the Contract End Date field.
Go to My Team tab
Chose on the staff you wish to enable this feature on
Click anywhere inside the Work Information box
Click on the Select date button beside CONTRACT END DATE
Select the date of your Staff's last working day.
Once contract end date is added, the following will be triggered:
Unassign staff from shifts after the end date
Stop accrual of leaves past the end date
Remove from engagement challenges on end date
In addition, staff's account will be automatically deactivated after 60 days, and moved to Inactive Staffs.
Frequently Asked Questions
How do I deactivate a newly added staff?
For newly added staff with "Not Invited" status, you can press the "Reactivate Staff" button
After reactivating it, the button should be changed into "Deactivate Staff" , click it.
The staff should be deactivated and won't show up as Active Staff anymore.