One of my people has left/is leaving, what shall I do?

Prior to deleting the staff member from the WhosOff system, we recomend you run and print a number of reports to keep a copy of their leave records after they have left. Once you delete a member of staff their leave records will be lost. 

What report`s to run

It is recommended that you run (and keep a copy of) the following reports prior to deleting a staff member:

  1. Yearly breakdown report - Summary View
  2. Yearly breakdown report - Breakdown view
  3. WhosOff Report - for the selected staff member (specifying a date range that spans their employment - to get all leave records)

Deleting the Staff Member

Only Super Users are allowed to delete staff members from within WhosOff, to do this follow these steps:

  1. Login to your WhosOff account.
  2. Be sure you have taken copies for your records - see above.
  3. Click on the "Administration" tab.
  4. Under Staff Administration, click on Manage Staff Members.
  5. From the list of staff, locate the member of staff you wish to delete (if you can`t see the staff member you wish to delete you can use the department selector at the top of the screen).
  6. Next to the staff members` record, click on the Delete link.
  7. At this point you will be presented with a warning screen asking you to confirm the deletion of the staff member (as shown below).
  8. Upon clicking the confirmation button, the staff member and all associated records will be deleted.

admin_staff_delete.jpg
Screenshot: Confirmation message seen when deleting staff members.

Important: When you delete a staff member, all the holiday records and restrictions are removed from the system and this process is NOT reversible.



REFERENCE
W02569_N14333
CATEGORY
Premium
KEYWORDS
leaving,left,terminated,contract,employment

CREATED
24.NOV.2009
REVISED
19.SEP.2011


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