If the employee is no longer connected to your company, it is best practice to make the employee record inactive and remove the assigned roles from the user.
Step I: Inactivate the Employee Record
1. Login to your Administrator role
2. Navigate to Lists > Employees > Employees
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3. Click Edit on the Employee Record
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4. System Information subtab > Tick the Inactive box
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5. Click Save
Step II: Remove Access provisioned to the employee
1. Login to your Administrator role
2. Navigate to Lists > Employees > Employees
3. Click Edit on the Employee Record
4. In the Access subtab > Uncheck the Give Access box
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5. Highlight the assigned roles and select Remove
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6. Repeat until all the assigned roles are removed
7. Click Ok and Save
Share with us your best practices for handling employee records if the employee moves out of the company. 😊
