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Deactivate and delete an employee

In this article you'll learn how to deactivate an employee profile and then delete it from your organization.

Written by Franzi Schuetzer

In this article you'll learn how to deactivate an employee profile and then delete it from your organization. Deactivating an employee removes their access to your organization and stops billing for their account, while deletion removes their profile from reports and search results across most modules. This article is for HR administrators who need to remove employee records from the system.

  • Go to the item People in the left menu bar

  • Click on the Employee profile you would like to delete

  • Go to the Personal page of the employee profile

  • Click Deactivate Employee on the right corner under Actions.

  • Accept the popup dialog to deactivate an employee


  • Once you deactivate an employee, you will see an option to delete an employee. Click Delete Employee under Actions


  • Accept the popup dialog to delete an employee


Note:

  • Once you deactivate an employee, he/she won't be able to access to your organization anymore and you will not be charged for this account.

  • The employee profile will never appear in reports or search results except in some functionalities as listed below:


Module Name

Components

Goals

Existing goals related to the employee

Meetings

Past meetings related to the employee

Smart docs

  • Company docs uploaded by the employee

  • Templates created by the employee

  • Imports (Files for other employees) performed by the employee

Project time tracker

Existing projects related to the employee

Shout-outs

Past Shout-outs and reactions from the employee

Recruiting

  • Candidate - Task owners, Task creators, and Comments related to the employee

  • Scorecard - Values, and Comments provided by the employee

  • Emails - Emails that were sent to that employee

Pulse/Feeds

Feedback/Surveys provided by the employee (anonymous & non-anonymous)


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