You can deactivate someone's profile at anytime. This will remove their access to the system but you can still see their profile if needed.
Individually
Go to the Administration centre > People tab. Find the person using the filter tool, add their name to the Specific Employee field and Show Results.
Once you have found the correct person, click on Edit located under the Edit column. Then click the orange Deactivate this user button.
Note: you will not be able to deactivate a person who is still set up as a manager for another user. You will need to change the reporting lines before you can deactivate a departing manager.
If you get an error saying 'Sorry - [email] already exists', please see the help page.
In bulk
Go to the Administration centre > People tab and select all the relevant people you would like to deactivate. You can sort this information by using the Filter tool on the right-hand side of the page to filter by default manager or department, for example.
Once you are happy with your selection, click Bulk actions > Edit in bulk.
On the pop up, select the top button on the left-hand side next to 'Active'. You will now be able to deselect the 'Active' tickbox. Click Save changes.
You'll be asked to confirm how many users you're editing:
What happens when I deactivate someone?
When a user is deactivated that person will no longer be able to access Appraisd, their profile and historical data will remain accessible to those with the correct Administrator and Moderator rights. You can find deactivated users by filtering the People list to Deactivated users only.
What if I want to delete a user and their data from the system?
If you need to delete a user's profile from the system you can send a change request through to support@appraisd.com
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