Keep your active staff list clean ๐งน while securely retaining important employee data ๐ for future reference and compliance. The Offboarding feature helps you deactivate employees without permanently deleting their records.
๐ฅ Go to Staff โ Employee Tab
Locate the employee you want to remove from the active listing.
๐ซ Mark the Employee as Inactive
This immediately disables their access to the ๐ฑ app, ๐ website, and โฑ๏ธ attendance system.
๐ง Copy the Employeeโs Email Address
Youโll need this in the next step.
๐๏ธ Click the Delete Button
A prompt will appear asking you to confirm deletion.
๐ Paste the Email Address into the Prompt
Two options will now appear:
โ Delete: Permanently erases all employee data.
๐ฆ Offboard: Removes access but safely stores their profile, documents, and contracts.
๐ก Pro Tip: Always select ๐ฆ Offboard if you need to retain the employeeโs history for legal or HR reasons.
Go to ๐จโ๐ผ HR Module โ ๐ Offboarding โ ๐ Offboarded Employees
Click ๐ Details to view the archived employee profile, including:
๐ค Personal information
๐ Uploaded documents
โ๏ธ Signed contracts
๐ก๏ธ Offboarding ensures essential employee records stay intact for audits and compliance, while keeping your active list organized and clutter-free.
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[Offboarding]