Summary
This article will show you how to make an employee inactive. The benefit of being able to deactivate an employee is they no longer will have access to the system and they will no longer receive any emails/notifications from the system. If needed, you can always re-activate them.
You may want to do this if you have an employee who is no longer employed by you or for whatever reason, should no longer have access to the portal.
Walk-Through
Here is how you can deactivate an employee (as a bureau admin or employer admin) once logged in to the platform:
1. Look at your employee list to find the person on your dashboard. Then click the edit (pencil icon) next to that employee's name:
2. Next, hit the button that says "Deactivate" near the upper right, as shown here:
3. You will be reminded that this will prevent that worker from logging in to the platform (to see or access any paperwork) and from receiving any email notifications going forward. Admins will still have access to this person's paperwork. You can either deactivate immediately or schedule it in the future. Hit submit once you have made your selection.
4. If you deactivate the person immediately, you will see the success bar:
NOTE: You will also be able to see that this person is deactivated from your dashboard:
5. If you deactivate the person in the future, you will see how you have scheduled that deactivation in the future:
6. You will see the success screen about how you have deactivated them at some future date:
Need to reactivate a worker? Here is how:
1. Click on edit by that person's name:
2. Now click on the Reactivate button:
3. Now you can confirm that you want to give them all access again:
4. You will see the success message below once doing so. Once you hit Reactivate, they will be able to login and have full access again.