Zoho People | Offboarding | How to manage inactive employees - 1286

Offboarding Employees

This article covers the Offboarding of Employees. Offboarding in Zoho People is a customised functionality, which can be designed and automated based on your specific offboarding process. This includes automations like email notifications and field updates.

Awetomate is a Zoho Partner. We simplify and explain Zoho's features within context and industry best practice

You can find Zoho's comprehensive Offboarding of Employees guide here

How to trigger offboarding if we (Awetomate) set up your process

How do I make an employee inactive without an offobarding process in place?

Regardless of your process, Zoho People requires the status of the employee to be changed as a final step to deactivate the employee and free up the license. This is a system requirement and can be automated based on the exit date.

To change the status, go to the employee profile > edit the "Employee status" field. Your license is now free to be re-used (add another user)

How to find the offboarded / inactive employee?

Option 1 : Access via front end > Operations> Employee Information > Choose the "Inactive Employees" view

Option 2 : Access via back end Settings > Manager accounts > Users > user the filter to find using status as a criteria

Viewing inactive employee files

To access employee files (under files module), you can filter out based on inactive/disabled users.

To access employee records (under forms), you can filter out based on ex-employees or all request.

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