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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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