People often come and go in the workplace, and your facility is no exception. When an employee leaves, it's crucial to remove them from the schedule to ensure that you can effectively plan shifts for those who are still available. Here is how we can do that!
Step by Step Instructions
1. Go to the Team Page: Navigate to the Team page where employee information is managed.
2. Search for the Employee: Use the search function to find the employee you wish to remove.
3. Select the Three Dots: Click on the three dots (more options) on the right-hand side of the employee’s entry.
4. Choose Archive: From the options menu, select "Archive." The employee will then be removed from both the staff list and the schedule.
Following these steps will ensure that the employee is no longer listed or scheduled.
For historical and audit purposes, any previously worked shifts will continue to be displayed on the schedule.
How to Archive Staff from the Master Schedule
You can easily archive staff directly from the Master Schedule:
Locate the employee you want to archive.
Click anywhere along their scheduled row to open their schedule modal.
In the bottom-left corner of the modal, click Archive.
You’ll be prompted to choose whether to convert their assigned shifts into open shifts.
