Help · People and shops · Supervisors and above

When a person leaves

Deactivate the account; keep the records. The rule wants two years, AS9110 wants your retention period in writing, and a departed person's binder still prints.

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Steps

  1. Open Team, Users, the person, and Deactivate; sign in stops at once and sessions end. In the app: /admin/users
  2. Their records and binder stay under People with the inactive filter; nothing is deleted. In the app: /admin
  3. Update the roster if they were on it: the role change does it.

Also in People and shops

Inside the product the same answer is one click away: the compass button in the corner of every page (Compass, or whatever your shop named it) finds this article and opens the page it names. Still stuck? Write to support; business days, one business day to answer.