Mark someone as departed

Updated

When a person leaves, mark them departed. Their login and pay stop, and their history stays.

1 minute · Owner

1
Open Settings and choose the Team Members tab.
2
Press Edit beside the person.
3
On Profile, change Status from Employed to Departed.
4
Enter the End Date, their last day worked.
5
Press Save.

What changes:

  • Their login no longer opens your office.
  • Their pay stops after the end date, and their commission plan ends on it.
  • Their history stays, sales included.
  • They leave the Team Members list. Press Show departed to see them.

Tip. On the Team page, Mark as departed… in a person's menu does the same.

Frequently Asked Questions

Someone came back. What now?

Open Edit and set Status back to Employed. Tick Restore their login? to give back the access they had, or send a new invite from Permissions.

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