Terminated

To terminate an employee:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. From the employee dropdown list on the toolbar, click the down arrow and select the user you wish to terminate or click Search on the toolbar.
  3. Enter the termination date in the Termination Date field or click on the calendar icon and select the correct date.
  4. Click Save on the toolbar.

To view Employee Data on a terminated employee:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. Click the Terminated tab.
  3. From the employee dropdown list on the toolbar, click the down arrow and select the terminated user you wish to view. The Employee Data information will appear.
  4. Appraisals, reports, and documentation cannot be viewed on a termi­nated employee. The employee must be reinstated to view this information.

To reinstate an employee:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. Click the Terminated tab.
  3. From the employee dropdown list on the toolbar, click the down arrow and select the terminated user you wish to reinstate.
  4. Click the Reinstate Employee button.
  5. To view the reinstated employee’s data, go to the Employee Data, Appraisals, and Employee Documents screens.            

 To delete a terminated employee from Performance Pro:

  1. From the main menu, click Manage Employees, then click Employee Data.
  2. Click the Terminated tab.
  3. From the employee dropdown list on the toolbar, click the down arrow and select the terminated user you wish to delete.
  4. Click the Delete Employee button.
  5. A warning box will appear. Click Yes to confirm the deletion or Cancel to return to the Terminated tab without deleting.

Warning!

Deleting an employee will permanently remove them and all their documentation from the system! Proceed with caution.