What to do when employees resign?

FAQ-ID:1154
What do I do for employees who want to resign? Should I set their status as resigned? What access do they have until they leave the workplace? Find out now!

The necessary settings require the help of both Workplace Admins and HR Staff to complete. Let’s get started!
 
Plan: Free   Paid

Permission: Member    Workplace Admin    Tool Admin

Role: Employee    Manager    HR Staff    HR Viewer

Method 1|Resigned employee can no longer access workplace data.

 
STEP 1|Member removal by the Workplace Admin.

Interface:AppWeb
  1. Enter the Workplace Settings.
  2. Click Roster.
  3. Use the search bar to search and select the member.
  4. Click Manage Member then Remove Member from the Workpalce.
  5. Enter the confirmation code and click Remove to complete the process.
    • Remove
      This step will remove the member from the workplace and mark him/her as terminated in the employee profile, making the workplace contents inaccessible. Reinstating and inviting the member back into the workplace will lift this restriction.
    • Block & Remove (Web Only)
      This action puts the member on a permanent blacklist, and this account is never to be used to rejoin the workplace.

 
STEP 2|Enter the reason of resignation by the HR Staff.

Interface:AppWeb
  1. Switch to the HR tool.
  2. Click Employee Profiles.
  3. Use the filter to search for the terminated employee profile.
  4. Click the Edit icon and confirm the action in the pop-up window.
  5. Scroll down and click the Enrollment/Resignation tab.
  6. Click the Edit icon in fron of the record and fill out the information.
  7. Click Save to finish.

 
STEP 3|If you don’t need to keep the employee profile, the HR Staff can delete it permanenetly.

 

Method 2|Allow the employee to stay in the workplace until the handover is completed.

 
STEP 1|Enter the reason of resignation by the HR Staff.

Interface:AppWeb
  1. Switch to the HR tool.
  2. Click Employee Profiles.
  3. Select the employee with the checkbox.
  4. Click the Terminate button.
  5. Fill out the reason of resignation.
  6. Click the Terminate button below to complete.
    • The basic tools are available to the employee.
    • All the records of the advanced tools can still be viewed by the employee, but he/she can no longer use them.

 
STEP 2|Remove the employee by the Workplace Admin.

Interface:AppWeb
  1. Enter the Workplace Settings.
  2. Click Roster.
  3. Use the search bar to search and select the member.
    • Click Manage Member then Remove Member from the Workpalce.
    • Enter the confirmation code and click Remove to complete the process.
      This step will remove the member from the workplace and mark him/her as terminated in the employee profile, making the workplace contents inaccessible. Reinstating and inviting the member back into the workplace will lift this restriction.
    • Block & Remove (Web Only)
      This action puts the member on a permanent blacklist, and this account is never to be used to rejoin the workplace.

 
STEP 3|If you don’t need to keep the employee profile, the HR Staff can delete it permanenetly.

 

Reminders
  • The option is available in the Workplace Settings for members to leave the workplace on their own.
  • When employees leave the workplace, all buddy-level contents, including chat histories and posts are erased as well, so be sure to ask other members to backup necessary contents before then.
  • The paid plans of WorkDo charge by the workplace member count, so the subscription fee may be affected when members join and leave the workplace depending on the time of the month.
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