How do I terminate, deactivate or pause a worker?

How do I terminate, deactivate or pause a worker?

INSTANT TERMINATION (within 5 minutes)

This selection would be most popular in a situation where there is little to no notice of termination and needs immediate action.  
  1. Click the Menu Icon (≡), click Setup > Setup Workers > Worker Detail
  2. Click Terminate Worker
  3. A pop up will appear describing the actions
  4. Click Terminate & Save
Within 5 minutes the worker will be logged out of their active sessions. 
Note: If a worker is deactivated, their appointments will appear on the calendar to be moved however the column will be greyed out and unavailable for scheduling. 

TERMINATING A WORKER FOR THE FUTURE

This selection would be most popular when a worker has provided notice that they will be leaving but should still have access and availability until the termination date. 
  1. Click the Menu Icon (≡), click Setup > Setup Workers > Worker Detail
  2. Select the Worker
  3. Enter the date into the Termination Date
  4. Click Save 
Once the Termination Date is saved, the following action will occur:
  1. The worker will not be available for booking on or after a future Termination Date.
  2. The worker will be marked inactive on the termination date, this will disable their login.
  3. The worker will be disabled for Allow Retail Sales.
Consider creating a new permission set that limits a soon-to-be terminated worker's access to client information, setup, reports or modifying appointments. 

PAUSE AVAILABILITY 

This selection would be most popular for a worker taking an extended leave that does not need to have limited acce
  1. Click the Menu Icon (≡), click Setup > Setup Workers > Worker Detail
  2. Select the Worker
  3. Select Hours Tab
  4. Click Custom Hours
  5. Enter the leave Date Range
  6. Click Save 
To enable limited access for a worker taking an extended leave, simply update the Permission in Setup > Setup Worker > Worker Details > Other to None or a specifically limited permission set. 

UNDO TERMINATION

Performing these steps will undo a termination: 
  1. Click the Menu Icon (≡), click Setup > Setup Workers > Worker Detail
  2. Select the Worker
  3. Check the Active checkbox on the Profile tab
  4. Remove the Termination Date on the Profile tab
  5. Click Save 
  6. Allow up to 10 minutes for the worker to be re-activated

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