How to Deactivate Employees

Introduction

Follow this guide to learn how to deactivate an employee. This can be helpful if an employee gets laid off, or only works seasonally. When you deactivate an employee, their training ID and all of their training history is retained in the system. This will also free up a paid seat for your account. 

Note: If you are deactivating an employee, but you don't immediately plan on using that Greenius training seat for someone else, or hiring someone to replace them - Make sure you reduce your "Seats Purchased" count from your Subscription Tab, so you aren't paying for a seat that is not in use. 

How to Deactivate an Individual Employee

Step 1: Log in to Greenius and click Employee Training > My Employees

Step 2:Locate the employee from your employee list. If you have too many staff to scroll through, you can also search the employees name from the top left of your Greenius dashboard. Click on the employees name and their details pop out menu will appear. Click the Tasks button at the bottom. Finally, click Deactivate.

Step 3: Next, click Deactivate Employee. This employee will no longer be able to log in to their training portal, or participate in Tailgate Talks or 15 Minute Reviews. Their records will remain in the system, should you ever need to restore them. If you are not going to be adding an employee to replace this one, be sure to reduce your purchased seat count down as the notice mentions here. 

You have successfully deactivated the employee. If you need to restore them again, you can learn how how to restore employees, here.

How to Deactivate Multiple Employees At Once.

You can now deactivate multiple employees at once using our Mass Actions tool. This is helpful if you have a large number of staff to deactivate at the same time. 

Step 1: Click on the Employee Training tab, at the left side of your dashboard. Select My Employees. 

Step 2: Check off all of the employees you wish to deactivate from your list. The click More. Select Deactivate Employees. 

Step 5: Confirm by clicking Deactivate.

You should see a popup notice that indicates the action was successful. Now that you have successfully deactivated these employees, don't forget to manage your "Purchased Seats from your Subscription tab if you are not going to immediately fill those spots again

If you need to restore these employees, you can learn how how to restore them, here.