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How to Off-Board Employees
How to Off-Board Employees

Guide on how to off-board employees

Yuvo-san avatar
Written by Yuvo-san
Updated over a week ago

When an employee leaves the company, you can off-board them from Yuvo so that they no longer have access to their account.

๐Ÿช„ ๐Ÿ’กUser Tips: When off-boarding the employee from Yuvo, you may want to check his/her leave balance to reconcile their leave pay.
See this article to learn how to view an employee's leave balance, or generate a detailed leave balance report for multiple employees using the reports module.

Go to My Employees > select the employee you wish to off-board > click on the 3 dots icon > click on Off-Board.

This will open up a career progression entry for the employee. Under Progression Type, Off-Board will be automatically selected.

Under Employment End Date, enter the effective date from which the employee will no longer be with the company. Note: This is the last day that they will be able to login to Yuvo. After that, their access will be revoked automatically.

Under Reason for Off-Boarding, write a description of the reason for future reference.

After off-boarding, the employee's records will remain in your Yuvo database should you ever wish to retrieve any information or re-hire the employee.

You can access the data of off-boarded employees by clicking on My Employees > Filter by: Off-boarded employees.

๐Ÿช„ ๐Ÿ’กUser Tips: If for any reason you wish to reverse the decision to off-board the employee, you can simply delete the relevant career progression record and they will become an active employee again.

Note: This is different from re-hiring an employee who should have been off-boarded. In this case, you should create another career progression record with the new joining date.

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