Removing Personnel from System (Scheduling Module)
Removing Personnel from System (Scheduling Module)
Purpose
To explain the process for correctly removing personnel from Shift Boards and the Personnel 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.
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.
Navigate to Personnel > Shift Board
On the Shift Board, navigate to the last scheduled day for the person that will be separating from your agencyand locate that person's assignment
Hover to the right of the person's name and selectwhen it appears
Enter the effective date of the seperation into the " Until" field
For actions and trades in the future, select delete all
Select Save
Next, navigate to Personnel > Personnel List to change the person's system status
Once you have located the person you wish to change status, select to the right to edit their profile
Once inside their profile, select the desired status from the dropdown menu found in the lower left corner
Additionally, locate the System User and Field Crew/Service Provider sliders. Move them to the off/disable position
Select Save before exiting
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
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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