How to mark an employee as resigned/disabled/delete?

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How to mark employee as resigned, disable or delete.pdf

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Guideline: 

Step 1: Head over to All Features Tab at the top of the website 🡪 Under Company list, click on People.

Step 2: Click Edit of the selected employee.

Step 3: Edit Profile Page 🡪 Scroll down and find Status.

Step 4: There are 3 types of status. Click “Mark User as Resigned” or “Disable User” or “Delete User”.

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Mark User as Resigned

• User cannot be reactivated.

• Commission will be stopped.

• Payouts will be distributed to other employees.

• Email will not be reusable.

Step 1: Fill in the employee resignation date

Step 2: Choose Remove commission and goal settings instantly or Remove commission and goal settings from future periods

Step 3: Fill in the resignation remark (Optional). Click Next.

Step 4: You can distribute payout to selected employees or skip this step.

Disable User

• User can be reactivated.

• Payouts will not be distributed to other employees.

• All data of the employee will still exist.

• Not an active account.

Click Deactivate User to deactivate user.

Delete User

• Everything will be permanently deleted.

• There is no payout distributed.
  

Click OK to permanently delete the user.