When an employee is marked as terminated (inactive) in Carebility, their name will no longer appear in your Activity Reports. However, there may be times when you need to run a report for that employee’s past activity. This is particularly crucial for retrieving training completion or compliance data, as terminated employees are often excluded from default reporting results.
Follow these steps:
Navigate to Reports > Users in the system.
Search for the terminated employee whose report is required.
Use the pencil icon ✏️ to open their profile settings.
Temporarily update their status to Active to include their records in the report.
Run and export the required training or compliance report, ensuring it reflects accurate data.
After completing the process, revert their profile status back to Inactive or Terminated.
⚠️ Reminder: Always return the employee to Inactive status after running your report to keep your records accurate.