Offboarding

๐Ÿšช Offboarding an Employee Without Losing Records

Keep your active staff list clean ๐Ÿงน while securely retaining important employee data ๐Ÿ“ for future reference and compliance. The Offboarding feature helps you deactivate employees without permanently deleting their records.


๐Ÿ”ง How to Offboard an Employee

  1. ๐Ÿ‘ฅ Go to Staff โ†’ Employee Tab
    Locate the employee you want to remove from the active listing.

  2. ๐Ÿšซ Mark the Employee as Inactive
    This immediately disables their access to the ๐Ÿ“ฑ app, ๐ŸŒ website, and โฑ๏ธ attendance system.

  3. ๐Ÿ“ง Copy the Employeeโ€™s Email Address
    Youโ€™ll need this in the next step.

  4. ๐Ÿ—‘๏ธ Click the Delete Button
    A prompt will appear asking you to confirm deletion.

  5. ๐Ÿ“‹ Paste the Email Address into the Prompt
    Two options will now appear:

๐Ÿ’ก Pro Tip: Always select ๐Ÿ“ฆ Offboard if you need to retain the employeeโ€™s history for legal or HR reasons.


๐Ÿ“ Where to Find Offboarded Employees


๐Ÿ›ก๏ธ Offboarding ensures essential employee records stay intact for audits and compliance, while keeping your active list organized and clutter-free.


๐ŸŽฅ Video Tutorial

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[Offboarding]