Inactivate/Reactivate an Employee

1. Access the Accounts area and locate the employee in question.
   1. To access Accounts from the Home screen, do one of the following:

   1. • Click Accounts on the navigation panel.
      • Click Areas > Accounts on the menubar.
      • Click the down arrow next to Home on the options bar and select Accounts.
      • Click Locate on the options bar.

   To access Accounts from another area of the program, do one of the following:

   • Click Home > Accounts on the menubar.
   • Click the down arrow next to Home on the options bar and select Accounts.
   • Click Locate on the options bar.

   2. In the Locate account dropdown menu, select Employee.
   3. In the Locate by dropdown menu, select the appropriate option.

   4. Select the suitable checkbox or checkboxes to the right.

      • Active
      • Inactive
   5. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and press [Enter] or click Locate.
      
      Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
   6. The Results list displays all of the employees who match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.

2. Highlight the desired employee in the Results list, and do one of the following:
   

   • Click Actions > Inactivate/Reactivate Employee on the options bar.
   • Click Actions > Inactivate/Reactivate Employee on the menubar.
   • Right click on the highlighted employee and select Inactivate/Reactivate Employee.

You can do the following from here:

• Inactivate an Employee
  
  Note: Employees with Suspended or In Progress workflows cannot be inactivated.
  1. 1. In the Inactivate Account window that displays, enter a Reason for the inactivation, or choose a Reason from the dropdown menu.
        
        Note: For instructions on adding an inactivation reason to this list, see Inactivation Reasons Configuration.
     2. Click Finish or press [Enter].
• Reactivate an Employee

  The Reactivate Account window displays, prompting, "Do you wish to reactivate [LOOKUP CODE]?" Click Yes.