Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Step 1: Click on the "Admin" tab.
Step 2: Click on the "Employees" tile in the "Access Management" group.
Step 3: Double-click on the employee to open their file.
Step 4: Click on the "Employee Info" tab.
Step 5: Enter an end date, uncheck the "Active access" check box, then click on the green check mark to save your changes.
Step 6: Return to the employee file by clicking on the "Back" arrow in the top left corner.
Step 7: Change the status to "Done".
Step 8: Click on the green check mark to save your modifications.
Results:
The former employee will no longer be able to connect to your database
The former employee will no longer appear in your active employee list
The former employee will be available in the list of inactive employees
All activities/actions entered by the former employee remain in their name unless manually changed.