Deactivate an Employee

Once an employee leaves your organization, you can deactivate their employee profile. Deactivated employees will no longer be able to log in to Plecto. You cannot delete an employee profile in Plecto but only deactivate it. This is primarily done not to lose the data associated with the employee profile.

1. Go to Organization > Employees > Actions > Edit.
2. Remove teams from this profile. The employee will be removed from dashboards that use teams.
3. Click Deactivate in the bottom-left corner.
4. A warning message will appear. Read it carefully.
5. To proceed with the deactivation, click Deactivate.
6. Once the employee is deactivated, you will see a confirmation message at the top of the page.

Here's how the deactivation warning looks like:

Some employees are imported to Plecto directly from an external system such as Pipedrive, Salesforce, or others. To deactivate employees managed by an external system, do the following:

1. Go to Organization > Employees > Actions > Edit.
2. Click Manage this employee manually in the information box at the top of the page. This will enable you to edit fields on this page.

3. Remove teams from this profile. The employee will be removed from dashboards that use teams.
4. Click Deactivate in the bottom-left corner.
5. Confirm the deactivation.

You can add or change someone's employment period on their employee page. After the employment end date, the person will lose access to Plecto, and their data will be depersonalized.

1. Go to Organization > Employees > Actions > Edit.
2. Click Change employment period at the bottom of the page.
3. Here you can adjust the employment start and end dates.
4. To finish, click Save.

Plecto will remove a deactivated employee from all notifications that are enabled for that employee.

• If a notification is limited to specific employees and one is deactivated, Plecto will automatically remove the employee from the notification. If you reactivate the employee profile, you need to add the employee back to the notification manually.
• If the notification is limited to teams and the deactivated employee is part of a team, no changes will apply. There will be no changes because Plecto does not automatically remove teams from the employee profile once it is deactivated.

Once you deactivate an employee, they will be hidden from the employee list in Plecto. To see an employee list with both the active and deactivated employees, do the following:

1. Go to Organization > Employees.
2. Click the Show deactivated employees checkbox at the top.
3. Click Search. The deactivated employees will appear on the list with their names crossed out.

The Show deactivated employees option is a search filter and will clear once you reload the page.