In this video, we'll cover editing, deleting and terminating users within the system. To edit employee information, navigate to the “Employees” section, and simply click on the name of the person whose profile you wish to edit. From this area you can add or edit an employee`s personal information, contact information or add additional information. You can also set a custom availability, manage positions, set schedule limitations, choose notification preferences, enter optional certifications or manage time-off for this employee.
On the right hand side, under the three dotted menu, you will find the options to delete or deactivate employees. Deleting an employee will remove all his data from the system so use this option carefully. Deactivating an employee will terminate his profile, thus denying him access to the system, but all of his data will be stored for later use. Your company will also not be charged for deactivated users. This option is especially useful for seasonal workers.
To activate a previously deactivated profile, use the activate option from the three dotted menu, or alternatively, select a user, and from the “More” dropdown, choose the activate option.
You can also delete or deactivate employees in bulk by selecting them from the list, and using the icons above.