To move staff to the staff archive individually there is a Remove button in the top right hand corner of each staff profile:
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To move staff to the staff archive in bulk:
- Go to Search staff
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- Search using the filters for staff required to be removed.
- Select staff using the checkboxes on the left of the staff list
- Go to With Selected > Archive
Upon clicking Archive you will be presented with the following dialogue:
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You must now:
- Specify a removal reason
- You can update this list via Settings > Shift options > Staff removal reasons. See: Staff removal reasons
- Give a thumbs up or thumbs down
- This determines whether removal from good or bad and is logged with the staff profiles notes
- And/or specify a new reason or add additional notes
- Press OK
- You can now:
- Write an email to that person and press Send
- Skip sending an email by pressing Skip email
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