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How to Archive (Deactivate or Terminate) Employees
Archive allows you to deactivate or terminate employees, who will then be Inactive or Terminated and removed from the active Employee List.
- Inactive mainly applies to seasonal employees or contractors who may be hired again. You may also select this status if you immediately want to make a person inactive. You will be able to change this status to terminated later.
- Terminated applies to individuals whose employment with the company ceased by the employee's choice (resignation) or the employer's decision (termination).
To deactivate an employee
- Click Dashboard > Employees > Employee List.
- Select the person you wish to deactivate and click Archive.
- Confirm by clicking Yes.
- The employee is no longer seen on Employees List.
- To confirm that the employee was archived, click the icon Advanced Filter.
- Enter the ID number or employee's name in the field Search for ID or Name.
- Select Inactive for Employee Status.
- Select Archived for Archive Status.
- Click Ok.
- The employee will show as Archived.
To terminate an employee
- Select the employee from the Employee List and click Employment.
- Select Status > Terminated.
- Click the pencil
to make the applicable changes.
- Select/enter all the applicable details and click the checkmark
to save them.
You're done! 🙂👍
💡Good to know
The dashboard only displays active employees. To locate inactive and terminated individuals, do the following:
- Click
(Advanced Filters).
- Click the dropdown Employee Status and select Inactive and Terminated.
- For Archive Status, select Archived.
- Click Ok.
- Click on the employee whose details you wish to see or update.
To change an employee's information or status, go to How to Rehire / Reinstate and Employee.
If you have questions, please call us at (888) 783-1493, email support@workeasysoftware.com, or Submit a Ticket