How do I Make Staff Inactive?

Modified on Thu, 27 Oct, 2022 at 11:57 AM

When your staff or IC's cease to be employed by your pet sitting business, it is useful to be able to make them "inactive"; this will remove them from a variety of staff lists used around the system in reports, inquiries and scheduling.

Note: If the Staff member was assigned any services/visits, clients, keys, etc. at any time, they cannot be deleted. They can only be marked Inactive and this inactivity process should be followed.

You can also use the same process in reverse to "reactivate" a previously inactive staff.

How Do I Remove a Staff Member from my System?

Navigation: Admin > Staff > click on Staff Name > Permissions > Staff Permissions

Step 1

Click on the staff record you wish to make inactive, or the inactive staff you want to re-activate.

Select the staff name you want to access in dog walking software

Step 2

Slide the toggle to ON to set the staff member to active, or
Slide the toggle to OFF to set the staff member to inactive.
Click "Update."

Note: If you make a staff "inactive", it is best practice to disable the staff login as well so they cannot get back into the system.

Make a staff inactive in dog walking software

Step 3

Once the staff has been made inactive, it is possible to "reactivate" them.

To view a list of inactive staff, check the "Include inactive" option and inactive staff will be shown in grey.

Select the inactive staff name you want to access in dog walker software