Managing Inactive Employees

As employees come and go, managing their profiles is crucial for maintaining accurate records and historical data. In 7shifts, inactive employee profiles are preserved for reporting purposes and can be reactivated if needed. 

This article covers how to review and access reporting for inactive employee profiles, and explains how integration settings like Employee sync can impact employee status. 

Prerequisites

⚠️ To view the Inactive page, Managers and Assistant Managers will require permission Can edit employees or the Can deactivate employees.

⚠️ Managers and Assistant Managers will only be able to view inactive employees who were assigned under the same Locations and Departments that they are assigned to.

⚠️ Admins will have access to view all inactive users within the account.

⚠️ At this time, 7shifts does not support the creation or generation of termination letters.


Accessing Inactive Employee Profiles

To review the list of inactive employees:

  1. Log in to the web app as an Admin or Manager/Assistant Manager with permissions.
  2. In the left navigation bar, head to Team.
  3. Click on the Inactive tab:
  4. View employee termination dates, who deactivated the user, the reason for deactivation, and any additional comments left during the deactivation process.
  5. Search for a specific user or filter the Inactive Employee list by the deactivation reason and rehire status. You can also sort the list of inactive Employees by name or deactivation date.
  6. Click on an employee name to expand their Employee profile. To make edits to the profile, Managers and Assistant Managers require permission Can edit employees.

Understanding "Deactivated on POS" and Employee Sync

If you see a note on an inactive employee's profile stating they were "Deactivated on POS," this means your Point of Sale (POS) system synced their inactive or archived status to 7shifts, which then deactivated their 7shifts profile.

This automatic status update is controlled by an integration setting called Employee Sync. For more details on how this works, please refer to the this article on Employee Sync.


View Historical Data for Inactive Employees

⚠️ Inactive employees will only appear in Tip Pooling reports/calculations if they were accurately mapped before deactivation.

Inactive employees still appear in reports, ensuring that all historical data is preserved for record-keeping and compliance. 

To view a report of their worked hours, you can head to Reports > Employee Timesheet Report > checkmark Include Inactive:

To export a full list of inactive employees, please start a chat with our Support team.


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