How to terminate a team member from within their user profile, re-assign duties and disable log-ins.
I. How to Terminate a Team Member in A-Suite
II. Re-Assigning a Termed Team Member's Duties
III. Disable a Log-In
IV. How to Access A Termed Team Members Profile
V. Re-Hiring a Termed Team Member
To terminate a team member, navigate to the user profile. Under the Actions menu lies the Terminate Employee option.
Clicking this option will bring up a dialog box that gives a number of boxes to fill out.
First, choose if the employee is Term Eligible (can be re-hired later), or Term Ineligible (should not be re-hired).
Next, choose the date that the Termination should go into effect.
II. Re-Assigning an Termed Admin Team Member's Duties
Finally if the user you are terminating is a manager, you will re-assign all responsibilities that the outgoing employee had to another manager. These include:
- Manager Responsibilities:
- Employees managed
- Locations managed
- Recruiter Responsibilities:
- Applications that they were responsible for
- Positions
- Position Openings
- Referral Sources
- Hyperlinks
Once you have completed these tasks, click "Terminate Employee". You will be asked to confirm the termination; click yes if you want to proceed.
If you are terminating an admin user, it is a best practice to also disable that person's log in so that he / she is no longer able to access A-Suite.
III. Disable a Log -In:
Follow the path below after you term the admin team member so that he/she can no longer access A-Suite. Actions> Enable/Disable Log In
To terminate an employee, you must first have the permission action.personas.terminate_employee enabled. This can be accomplished by navigating to Configuration, Permissions, and clicking Rights. In the "Name" search filter box, you can type "terminate", and the permission should show up in the window below.
IV. How to Access A Termed Team Members Profile
You can use the search bar to locate a termed team member, or you can follow the path below from the Navigation tool bar:
Browse>Team Members
Select "Include Terminated."
Next, you can filter by "Status" to include those termed team members in your search.
A termed team member's profile will show a Term Banner, similar to the one shown below.
V. Rehiring a Termed Team Member
You always have the option to re-hire a termed team member. You can send the termed team member an application by going to Create>Application. This will open a new workflow for this candidate.
Keep in mind their profile will look similar to the one below, "Term Eligible, with 1 open application" until they are officially hired within A-Suite once again:
