In this article we will teach you how to remove users who are no longer with the company and what happens to their funds in their Applause mobile app.
Steps to Removing Users
Once logged into the Admin Portal. Go to the Home > Company Users
Click into the user you wanting to remove.
Click on the top right ellipsis and choose from Disable or Delete.
The difference between disable and delete:
Disabling is for seasonal/temporary employees that comes on for a certain time period during the year and then they leave and come back the next year. This is useful because that employee won't be on the reports while disabled. While disabled, the employee will not be able to send out any requests and will not receive any incentives.
Deleting is a true turnover of an employee. Once they are deleted they will no longer show in your Applause Admin Portal, to re-active a deleted user, you will need to contact Applause to un-archive the account. You will not be able to reactivate by yourself if you choose this option. Deleted users will show up on reports, historically, during any time frame where they actively received a rating, review, or incentive. Super Admins should also ensure that disabling or deleting accounts aligns with broader security protocols, such as auditing permissions and restricting data access to secure organizational information. Additionally, it is recommended to document all account management actions for compliance and auditing purposes. Regularly reviewing user permissions ensures they align with current roles and responsibilities, and limiting access to sensitive data for inactive or departing employees is crucial for maintaining organizational security.
This video will also walk you through how to delete a user. For transferring user responsibilities, consider replicating permissions and creating new accounts prior to disabling or deleting the original user. Ensure that proper security protocols are followed during the transfer of responsibilities, such as auditing permissions and restricting access to sensitive data to maintain organizational security.
What happens to the pending funds within the employee's account after they are deleted?
Any funds will stay available to the employee for as long as they would like. We will detach the employee from your company, but they will still have full access to their funds and they will still have opportunity to cash out as often as they'd like. If you've created their account with their work email, we will happily reach out to them and get their personal switched for them to continue to have access to their account. Additionally, ensuring they no longer have access to company-sensitive data is crucial. Implementing proper controls ensures they retain only personal account access and no broader organizational permissions. It is also advisable to maintain a record of these actions for compliance purposes and to regularly review and update security measures to prevent unauthorized access to sensitive company information.