Offboarding: removing access without losing records
The day someone leaves, their access should end within the minute and their records should stay forever. Those are two different buttons, and the order matters.
- Deactivate. People › Staff › Deactivate. Their sessions end that second on every device; their email and PIN stop working; View as no longer lists them. Not deleted — the row stays, greyed, with every record they touched still bearing their name.
- PINs and devices. Their personal kiosk PIN is revoked by deactivation. If they knew a device's kiosk PIN, reset that kiosk and sign the device in again. If they had the WhatsApp business phone, move the number.
- Open items. The platform lists what was theirs: tickets assigned, rota days, Inbox items, tenants they were the contact for. Reassign in one screen; nothing is left owned by a deactivated account.
- Employment record. End employment: the date, the reason (resignation, end of contract, termination after process, redundancy), the notice served. The record closes; it stays readable to admins indefinitely or until the retention period you set.
- Final pay and clearance. Payroll computes the last period, unused leave if you track it, and deductions; the clearance form (keys, uniform, advances) is signed on their phone or on paper; the certificate of employment generates from the record. Philippine rules on release of final pay and the COE apply — the platform dates everything so you can show you met them.
What stays visible
Every tick, every payment recorded, every ticket closed, every gate entry — with their name, forever. Reports for past months do not change. Their employment record, documents and payslips — to admins, for the retention period. Their own access to their payslips — for ninety days by a link, then on request.
Rehiring
Reactivate the same account; the history is continuous and the new employment record links to the old one. Do not create a second person.
Termination for cause must have gone through the disciplinary process first. Offboarding is the last step of that, not a substitute for it; the platform will ask for the case reference.
Related
Describes the platform as it is today. Something out of date? Tell us. · help 0.12.3