Employee data management

Employee data will stay visible in the account up until the employee has been manually deleted. If you wish to keep the data and not delete the employee within the account you can deactivate their account. This will disable their access while continuously providing you access to their profile and data.

note: data is only accessible if you have an active subscription.

It can happen that you enabled/disabled a functionality and can't remember where you did so. To make your vacation days visible again in your calendar, you can click on Calendar in the sidebar and, on the top-right, select Timeline. At the bottom, you will see colorful icons. You can enable/disable the ☀️ sun icon (hide/show vacation).

Within our platform, we support this in three ways:
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​#1 Access levels
To manage who can read/edit employee data:
Navigate to Configuration in the sidebar > Permissions and access > Access levels.

#2 Access summary
​Each section in the employee profile has a lock icon 🔒 that shows who can access/edit data in it
Navigate to People in the sidebar > select the employee of choice > Employee profile data. You can see the lock behind each header e.g. Professional.

#3 Change history
​In an employee profile, you can see who changed profile data
Navigate to People in the sidebar > select the employee of choice > Change history.
​Note: Change history is only accessible for higher plans

Employees appear in the "Uncategorized" section when they have been deactivated and are no longer assigned to any team.

Once a user is deactivated, they are automatically removed from their team, which causes their data to show up as uncategorized in the current month's reports. However, starting from the next month, they will no longer be counted in the reports at all.