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.
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.
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.
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