What to do when an employee leaves

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Additional Information

Always keep an employee active until their last pay period has been exported. An inactive or deleted employee cannot be exported to payroll.

If you’re using a Hand Punch, Finger Scanner, Web Punch, or PIN system, you don’t need to revoke the badge, since it is the employee’s employee code. Something you would never give to another employee.

It’s best to deactivate employees, rather than deleting. This way you can still run reports and view data about this employee. However if several years have gone by and you don’t need to see that data anymore, you can delete them.

Updated on August 8, 2024

What to do when an employee leaves

Step 2 – We need to revoke the badge so you can give this employee’s swipe card to someone else. Click the pencil next to the badge assigned.

Step 3 – Put in a date under “revoked”. After that date, the badge will be available to give to another employee.

Step 4 – Click the HR profile tab.

Step 5 – Uncheck Active? And save. The employee is now inactive.

Step 6 – To remove an employee completely from the active/inactive list, click delete.

Additional Information

Step 1 – If you’re using a physical card or proximity fob terminal, click the general tab. Otherwise skip to step 4.

Step 2 – We need to revoke the badge so you can give this employee’s swipe card to someone else. Click the pencil next to the badge assigned.

Step 3 – Put in a date under “revoked”. After that date, the badge will be available to give to another employee.

Step 4 – Click the HR profile tab.

Step 5 – Uncheck Active? And save. The employee is now inactive.

Step 6 – To remove an employee completely from the active/inactive list, click delete.

Additional Information

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