Employees who no longer work for the business or no longer need to access Personelle should be updated to an Inactive Employment Status. This will hide the employees data from view and remove the employees login access to the site.
Inactive employee data will still be saved in your account for record keeping and can be viewed when desired.
To mark an employee as inactive...
1) Login to an account with Owner or Admin permissions.
2) Click on the Directory.
3) Select the employee profile you wish to mark as Inactive.
4) Click on the Job tab.
5) Find the Employment Details section and click the pencil icon to edit it.
6) Change the Employment Status from Active to Inactive and then click Save.
Viewing Inactive Employee Data
Account owners and admins can view inactive employee data in the directory. Supervisors can also view inactive employee data but can see only a limited amount of information.
To view an inactive employees profile...
1) Login to an account with Owner, Admin or Supervisor permissions.
2) Click on the Directory.
3) Change the Status filter at the top to Inactive.
4) All inactive employee profiles should come up, simply click on them to view the inactive profile.
Reactivating An Inactive Employee
Account owners and admins can reactivate employees whenever desired. Activating the account will make the profile live again and will allow the employee to login again if they had previously been invited to Self Service.
To mark an Inactive employee as Active...
1) Login to an account with Owner or Admin permissions.
2) Click on the Directory.
3) Change the status filter at the top to Inactive.
4) Select the profile you want to reactivate.
5) Click on the Job tab of the inactive profile.
6) Click the pencil Icon to edit the Employment Details section.
7) Change the Employment Status from Inactive back to Active and click Save.