Housekeeping section to clean up and remove staff

The Housekeeping section can be found in the Staff dropdown in the top menu

This page will allow you to filter for staff based upon:

• When they registered
• When they last logged in
• When they were last booked onto a job
• The opt-in status on all your custom terms, privacy policies, consents and opt-ins
• When the Housekeeping email was sent last

Use this page to determine which staff possibly no longer need to be kept on your books and that can be archived or deleted. There is no set formula and you can set the parameters to what you feel most comfortable with.

To initiate this process

• Use the checkboxes to select the staff statuses to send the housekeeping email to
  
• Go to With selected > Email to use the default Housekeeping template
  
• This housekeeping email will give the recipients the following options to:
  • Remain on your books by logging into their staffarea to agree/opt-in to new terms, etc
    • This will update the last logged in flag so that they do not appear the next time to perform housekeepign
  • Be removed from your books by clicking the [[leaver_url]] tag
  • Be removed from your books by ignoring the email

The following staff will be automatically moved into a Leaver status:

• Staff that have clicked on the Leaver link in the email
• Staff that ignore the email for more than 30 days

We highly recommend using this page frequently to make sure you keep a nice and up-to-date pool of staff who are opted-in to your terms.