Terminate, Archive, or Rehire an Employee

To terminate an employee

1. Navigate to Employees > Employee List (a), select the employee’s name (b), and select the tab Employment (c).

2. In the Employment Status section, click the pencil (d) to edit the status.
   

3. Select Terminated.
   

4. Select the reason(s) for the termination.

5. Select the checkmark to save.
   
   

6. Archive the employee by clicking the ellipsis and selecting Archive.
    

To archive an employee from Employee List

1. Navigate to Employees > Employee List. 

2. Select the person you wish to deactivate and click Archive.
   
    

3. The employee will no longer be seen on the Employees list.

To find an archived employee

1. To find an archived employee, click the Advanced Filter icon.
    

2. You can find an employee by:

   1. Entering the ID number or the employee's name in the field Search for ID or Name

   2. Selecting Inactive and Terminated for Employee Status
      

   3. Selecting Archived for Archive Status.
      

3. Click Save. You will then also have the option to locate employees by:

   1. Going to the employee directory.
      

   2. Going to the employee list.
      

To rehire or reinstate an employee

1. In the Employment Status section, select the pencil to enable editing.
   
   

2. Select the Active status.
   

3. Select the hiring date and click the checkmark.
   
   

4. Click the ellipsis and select Recover.
   

5. Refresh the page to apply the changes.

You're done! 🙂👍

If you have questions, please call us at (888) 783-1493, email [email protected], or submit a ticket