Home Features Tour Pricing
Support Contact us
Sign in Get your FREE Trial

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

New


If a user on your WhosOff account leaves your company, a super user can either deactivate, or delete them.

Prior to deleting the staff member from the WhosOff system, you are required to download a copy of their WhosOff leave / allowance / overtime records. Once you delete a member of staff their records will be lost. 

EXTRACTING THEIR WHOSOFF DATA

Only super users are allowed to delete staff members from within WhosOff, to first download the required data;

  • Click on Administration on the Left Hand menu
  • Click on Manage Staff
  • Find the desired member of staff and in line with their name under Options, click Delete
  • On the left of the resulting page, click Download Data
  • Save the resulting document to your local network / machine.

DELETING THE STAFF MEMBER

After downloading  option the Confirm Delete option will appear on the right, allowing you to delete the member of staff.

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

DEACTIVATING A USER

As an alternative, you may wish to deactivate a user who has left. This will log them out of WhosOff (online and on the mobile app), and prevent them from logging back in. Deactivating a user will also hide them from all calendar views and reports.

Important: Deactivated users will still be included in your monthly costs, to stop paying for a user you would have to download their data and delete them (as above).

To deactivate a user;

  • Click on Administration on the Left Hand menu
  • Click on Manage Staff
  • Find the desired member of staff and click on their name (you may want to use the filters at the top to find them more easily)
  • Click on Profile, on the left
  • Change the Status dropdown to Deactivated
  • Click Save
  • This will deactivate the user and display a warning strip informing you of their inclusion in the billing.


PLATFORMS
CATEGORIES
Account / Billing
Administration
PHRASES
leaver
delete user
remove staff
archive user
download data
delete record
APPLIES TO
Super Users



Similar articles

New
How to enter card details (collected monthly online by card)

WhosOff is paid monthly online by credit or debit card, super users can enter new card details (or update the existing ones) by logging in.


Read more
New
How do I cancel my account?

If you pay on a rolling monthly basis, cancelling is quick and easy - but we'll be sorry to see you go!


Read more

INSTANTLY REDUCE TIME SPENT ON LEAVE MANAGEMENT

Get your long FREE trial today!

No obligation and no payment setup required.
Sign up today and get until Wednesday, 26th July 2023 to try the full service, for Free!
 

Start Your Free Trial