LeaveWizard does not allow you to delete employees so that you do not accidently lose important holiday information or history. If an employee leaves and you want their details to be removed from the active system you should follow these steps:
First you need to be logged in as an administrator user.
1. Navigate to the correct page by following the ‘Administration’ link from the left sidebar as shown in the screenshot below.
 |
2. You will be taken to the Administration Setup screen and you should see a similar view to the one below. Please follow the ‘Add/Edit Team Members’ link as shown on the screenshot.
3. Here you will be able to view a list of all team members recorded in the system. Locate the team member whose details you would like to edit and click ‘Edit’ as shown in the screenshot below.
4. Clicking ‘Edit’ will navigate to the Team Member Details form which will allow you to modify the team member’s details – see the screenshot below.
5. You have the option to select whether the team member ‘Is Locked Out’ – this means that the employee will be unable to log into the website. You may want to select this if the employee has recently left but you still want to see their details on the leave charts and lists. If you do not want the employee’s details to appear on any charts and lists, you should un-tick the ‘Is Active’ box. This will also prevent the former employee from logging into the website.
6. Once you are ready click Submit and your changes will be saved. If you would like to navigate without saving click another link on the page.
0 comments:
Post a Comment