For employees who go on a leave of absence, are laid off, or are permanently terminated, eCompliance recommends customers archive the user's training records. Terminating users' profiles works well for managing seasonal workers and contractors.
- Terminated user profiles are not deleted - terminated users can be restored anytime by an Admin.
- It is important for organizations to keep the Employee records current - email notifications will continue to be sent to workers who have left your organization unless you have completed the steps to Terminate a User, below:
To "Terminate" a user and archive the user records, follow these steps:
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Click on the Employees Tab.
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Find the employee by searching for their Employee ID, first name or last name.
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Click on the magnifying glass icon beside First Name.
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Click on Edit then use the calendar icon to select the last day worked from employee file for Termination Date.
- 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:
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Click on the Employees tab
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Select Show all Employees (including terminated) from the top right of the page.
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Find the employee by searching for their Employee ID, first name or last name.
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Click on the magnifying glass icon beside First Name.
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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).
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Scroll down and click on Save.
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