Easily clean up the employee list of people who are no longer working by putting them on a leave of absence or terminating them.
How to Change an Employee's Status to Terminated or Leave of Absence
Go to People menu
Select the person > Profile > Employee Status.
Select Leave of Absence or Termination.
How to Set Employee Status to Leave of Absence
The Leave of Absence process has 3 Steps:
Unassign Schedules
Approve Future PTO
Complete Leave of Absence
How to Terminate an Employee
The Termination process has 5 steps:
Restrict Access. This is where you can mark them as termed for cause or not.
Unassign Schedules
Remove from Teams
Approve Future PTO
Complete Termination
That's it.
Use a Filter to See Employee Status
Remember to change the filter to show termed and leave of absence people before you add new people - just in case they worked for you before. You will want to bring them back to keep their records all together.
On the People screen, engage the filter icon, and make your selections. You will find many cool ways to view your employees.
Other Employee Articles:
Find more answers to common questions in our Help Center. 😊