One of my people has left, what shall I do?

Prior to deleting the staff member from the WhosOff system, you are required to download a copy of their WhosOff leave / allowance / overtime records. Once you delete a member of staff their records will be lost. 

EXTRACTING THEIR WHOSOFF DATA

Only super users are allowed to delete staff members from within WhosOff, to first download the required data;

• Click on Administration on the Left Hand menu
• Click on Manage Staff
• Find the desired member of staff and in line with their name under Options, click Delete
• On the left of the resulting page, click Download Data
• Save the resulting document to your local network / machine.

DELETING THE STAFF MEMBER

After downloading  option the Confirm Delete option will appear on the right, allowing you to delete the member of staff.

Important: When you delete a staff member, all the holiday records and restrictions are removed from the system and this process is NOT reversible.

DEACTIVATING A USER

As an alternative, you may wish to deactivate a user who has left. This will log them out of WhosOff (online and on the mobile app), and prevent them from logging back in. Deactivating a user will also hide them from all calendar views and reports.

Important: Deactivated users will still be included in your monthly costs, to stop paying for a user you would have to download their data and delete them (as above).

To deactivate a user;

• Click on Administration on the Left Hand menu
• Click on Manage Staff
• Find the desired member of staff and click on their name (you may want to use the filters at the top to find them more easily)
• Click on Profile, on the left
• Change the Status dropdown to Deactivated
• Click Save
• This will deactivate the user and display a warning strip informing you of their inclusion in the billing.