Removing Personnel from System (Scheduling Module)

Purpose

1. To explain the process for correctly removing personnel from Shift Boards and the Personnel Module.
   
   
2. Follow these steps when personnel separate from your organization. (e.g. retirement, resignation, termination).
   
   
3. 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.

IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module for the shift board. You should instead access the Scheduling Module. 

---

Video 

---

Instructions

IMPORTANT: You must follow these steps in order for this process to work correctly. 

1. Navigate to Personnel > 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 when it appears
   
   
   
   
   
   
   
4. Enter the effective date of the seperation into the " Until" field
   
5. For actions and trades in the future, select delete all
   
6. Select Save
   
   
   
   
   
   

   
   

   
   
7. Next, navigate to Personnel > Personnel List to change the person's system status
   
   
   
   
   
8. Once you have located the person you wish to change status, select to the right to edit their profile
   
   
   
   
   
   
9. Once inside their profile, select the desired status from the dropdown menu found in the lower left corner
   
   
   
   
   
   
   
10. Additionally, locate the System User and Field Crew/Service Provider sliders. Move them to the off/disable position
    
    
    
    
    
    
    
    
    
11. Select Save  before exiting
    
    
12. 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
    
    
    
    

---

Selecting the Delete Options

1. 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
   
2. However, we have provided a set of definitions for these delete buttons so that you understand how they function
   
3. Delete this date:
   
1. Will delete the user from the assignment for the date selected
   
4. This date and the followings:
   
1. Will delete the user from the assignment for this date, as well as the following dates 
   
5. All Occurrences:
   
1. Will delete the user from all occurrences on the specific rotation. 
   
2. This will not remove them from all assignments on other rotations however. 
   
1. For example, it would only remove Peter from C-Shift assignments, not previous B-shift assignments. 
   
   
   

• Related Articles

• Scheduling Module - Payroll Report

  Purpose To explain the Payroll Report for the Scheduling module. How is This Report Helpful? This report is helpful when you need to export payroll information into other programs used by payroll/HR departments. This report can also be used to verify ...

• Scheduling Module - Employee Work Time Report

  Purpose To explain the Employee Work Time Report for the Scheduling module. How is this report helpful? It reports hours worked by Work Types (set up in the Personnel > Set Up > Work Types). The report can display data for the entire organization, or ...

• Scheduling Module - Employee Time Off Report

  Purpose To explain the Employee Time Off report for the Scheduling module. How is this report helpful? It reports Time Off hours by Time Off Types (set up in your Personnel > Set Up > Time Off Types). The report can display data for the entire ...

• Scheduling Module - Employee Time Overview Report

  Purpose To explain the Employee Time Overview for the Scheduling module. How is this Report helpful? This report is used to provide an overall look at both hours worked and time off. This report also includes charts for visualizing hours worked and ...

• Scheduling 301 -4 April 2024

  First Due Academy: Scheduling 301 This training session offers specialized instruction for the features and functionality associated with First Due's Scheduling & Personnel Module. In 301 level sessions, we review advanced features of First Due ...