Remove Old Staff Member

Remove Old Staff Member

To remove old staff member;
  1. Click Staff button on main button menu.
  2. Change both the Working and Status filter to Either then hit the search button.
  3. Any Active staff will show as Black, any Inactive staff will show as Red and any staff that have a finish date but are not Inactive will be Blue.
  4. Black and Blue staff show in staff selection drop downs.
  5. To remove open staff member and set Status = Inactive
  6. Click the Staff tab.
  7. Set finish date to todays date.
  8. If Staff member is on the diary -> Click the Roster button -> Untick the "Allocate to this diary" tick box.

The staff record is separate to client record so this will not make the client record inactive as well.