Terminating Staff

When it comes to a staff member leaving, there are a few things we need to ensure are completed:

• They are removed from the appointment book from their final date of employment

• They no longer have access to Pointa

Let’s run through the process:

At the end of a staff member’s employment, first remove them from future appointment-book visibility.

Best practice:

1. Go to Staff.

2. Select the staff member.

3. Open Roster.

4. Add a new base roster from the effective date.

5. Leave all days unticked.

6. Add a note if useful.

7. Select Save.

This removes the staff member from the booking sheet from that effective date.

After their final day of work, delete the staff member:

1. Go to Staff.

2. Search for the staff member.

3. Open the menu beside their name.

4. Select Delete.

5. Confirm the deletion.

Deleting a staff member removes them from normal staff lists and revokes their Pointa access if they had it.

If a staff member is deleted accidentally, contact Support to reinstate them.