Removing Personnel from System (Scheduling Module)
Purpose
- To explain the process for correctly removing personnel from Shift Boards and the Scheduling Module.
- Follow these steps when personnel separate from your organization (e.g. retirement, resignation, termination).
- This process will ensure historical personnel records (work types, time off types, etc.) are preserved for long term record management even when someone leaves your agency.
Video
Directions
IMPORTANT: You must follow these steps in order for this process to work correctly.
1. Navigate to Scheduling > Shift Board.
2. On the Shift Board, navigate to the last scheduled day for the person that will be separating from your agency and locate that person's assignment.
3. Hover to the right of the person's name and select the pencil when it appears.
4. Enter the effective date of the separation into the "Until" field. For actions and trades in the future, select delete all. Select Save when done.
5. Next, navigate to Personnel > Personnel List to change the person's system status
6. Once you have located the person you wish to change status, select the pencil to the right to edit their profile.
7. Once inside their profile, select the desired status from the dropdown menu found in the lower center of the screen.
8. Additionally, locate the System User and Field Crew/Service Provider sliders. Move them to the off/disable position. Select Save when done.
9. After completing all steps, that person should no longer listed on the Shift Board for any future dates.
For past dates, a
will be displayed just to the left of their name as shown below. This indicates that person is no longer an active member of the organization.
For past dates, a
Selecting the Delete Options
- We do not recommend utilizing the delete option when an individual has moved to an inactive status as it reduces the ability to pull accurate reports about staffing later on
- However, we have provided a set of definitions for these delete buttons so that you understand how they function
- Delete this date:
- Will delete the user from the assignment for the date selected
- This date and the followings:
- Will delete the user from the assignment for this date, as well as the following dates
- All Occurrences:
- Will delete the user from all occurrences on the specific rotation.
- This will not remove them from all assignments on other rotations however.
- For example, it would only remove Peter from C-Shift assignments, not previous B-shift assignments.
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