How to Terminate/Reinstate Employee Access

For employees who go on a leave of absence, are laid off, or who are permanently terminated,  eCompliance recommends customers archive the user's training records. Terminating users' profiles works well for managing seasonal workers and contractors.

Nb. Terminated user profiles are not deleted - terminated users can be restored anytime by an Admin. 

To "Terminate" a user and archive the user's record, follow these steps:

1. Click on the Employees Tab.

2. Find the employee by searching for their Employee ID, first name or last name.

3. Click on the magnifying glass icon beside First Name.

4. Click on Edit then use the calendar icon to select the last day worked from employee file for Termination Date.

5. Scroll down and click on Save.

A terminated employee profile will not appear in any reports, the user will not have access to eCompliance and email notifications will not be sent. 

If/When an employee returns to work, an Admin or Manager can reinstate access by following these steps:

1. Click on the Employees tab

2. Select Show all Employees (including terminated) from the top right of the page.

3. Find the employee by searching for their Employee ID, first name or last name.

4. Click on the magnifying glass icon beside First Name.

5. Click on Edit, select the calendar icon for Termination Date then click on Clear (you may want to assign a new Hire Date using the Calendar icon).

6. Scroll down and click on Save.