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Employee deactivation occurs in the resource module and is usually controlled by a system administrator, designated role(s), or person(s) within your agency.
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DEACTIVATE AN EMPLOYEE
To deactivate an employee go to:
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If you choose to disable employees permanently you will not be able to reactivate them in the future. Our recommendation is not to use this feature unless absolutely necessary.
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TIPS FOR MANAGING OUTGOING EMPLOYEES
Prior to the employee end date, you should ensure:
All open jobs are reallocated to other Project Managers/Account Managers accordingly
The remainder of any open tasks are reassigned to other people
The outgoing employee handles all open approvals and submits any open timesheets/expenses, prior to leaving.
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