Deactivate an Employee's Account

Who has access: System Admins

Employee movement within your organization is inevitable. As an administrator, you have the ability to deactivate employee accounts when necessary.

Prior to deactivating an employee, some things to keep in mind are:

• [Plans] Any owned assignments will need to be reassigned. This can be done while deactivating the employee, or you can also reassign owned plan elements prior to deactivating the user.
• If the employee is a Public Dashboard administrator, you will need to reassign the administrator prior to deactivating the employee.
• [Analytics] Any owned assignments will need to be transferred to another user by an Analytics Admin prior to deactivating the employee.
• You can reinstate an employee if you change your mind.

Deactivate an Employee Account

1. Click on your profile picture or initials  located in the bottom-left corner of the menu.
2. Select Employees, which takes you to the Employees page.
3. Locate the employee you'd like to deactivate.
4. Hover your mouse (do not click on the row) over the row and you will see additional controls to the far right.
   
   
   
   
5. Click on Deactivate.
   
6. If the employee has owned Plans assignments that need to be reassigned, you will have the opportunity to reassign them while deactivating. For Analytics and Public Dashboard assignments, reassign them in their respective modules before initiating deactivation.