How do I deactivate, delete or restore a staff member?

When someone leaves or goes on long leave, open their profile and press Make inactive. Their records stay. If you really want them off the lists, Delete this person — their old records still stay, and Bring back restores them.

Where to find it

Admin › ERP › HR Department › Staff › open the person. The store owner (Super Admin) and an Admin can make someone inactive or active again. Deleting and bringing back is for the owner only.

Step by step

Make someone inactive

Go to Staff and open the person.
Press Make inactive at the top.
If Left on was empty, today's date is put in it. Change it on Edit if they left on another day.

To bring them back to work, open them under the Inactive tab and press Make active. The Left on date is cleared.

Delete someone

Open the person.
Press Delete this person at the bottom of the page and confirm.

Restore a deleted person

On the Staff page, open the Deleted tab.
Press Bring back next to the person.

Good to know

Three tabs. The Staff page shows Working, Inactive and Deleted, each with a count.
Nothing is lost. Inactive and deleted people keep their attendance, salary slips and advances.
Days stop on the Left on date. No attendance days are worked out for them after that date.
Card machine. Inactive people who still have a card ID are kept apart on the Attendance page: press Inactive · in RAMS to see them. If they have left, deactivate them in RAMS too.
A new person, a new card ID. Punches go to the profile that has that ID, so give a newcomer a new User ID in RAMS rather than a past worker's ID.
Their login stays open. Making someone inactive or deleting the profile does not block their admin login. Block it on Users & logins.

Common problems

A person who left still signs in. Their login was not blocked. Go to Admin › Administration › Users & access › Users & logins and block it.
A person who left still shows on the attendance sheet. They are still active. Open the profile and press Make inactive.

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