If a user has left your company and you want to make them inactive, follow the below steps:
Step-by-step guide
- Navigate to the Personnel Register via Operations > People > Personnel
- Search for the user via the filters across the top menu pane
- Click on the Details button for the user in question
- From the left hand side menu click Personnel Wizard
- In the Employment History box you will need to assign the user an End-Date
- Click the for the current active employment line
- Set an End-Date and click the to confirm (see below):
- The date that you set here will be the last day the user can log in to the system
- If they have already left the company, set a date in the past
- To save your changes, click the Next button in the top right hand corner
- You do not need to progress through the entire Personnel Wizard, clicking Next once will save the changes
- You do not need to progress through the entire Personnel Wizard, clicking Next once will save the changes
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