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iTacit recommends deactivating employee accounts, rather than deleting them. This maintains the electronic record to consult at a later date, if desired. It also allows you to reactivate the employee account if they return to the same or a new position.
Deactivate an Employee:
1. Log in to the iTacit Admin site.
2. Navigate to Menu > Employees > Employee Manager.
3. Search for and select the employee you would like to deactivate.
4. Select the Deactivate button.
5. Enter a specific inactivation date for the employee by selecting the calendar
icon or accepting the defaulted date.
6. Select OK.
7. Select Apply.
Once the employee has been deactivated, all roles will be ended, and they will not be able to log in to iTacit.
Reactivate an Employee:
1. Log in to the iTacit Admin site.
2. Navigate to Menu > Employees > Employee Manager.
3. Search for and select the employee you would like to reactivate.
4. Select the Reactivate button.
5. Select Yes.
6. In the Roles section, select New to add a role. (This will show the gap in time
they were not active, and the employee will automatically get the appropriate
programs assigned to them.)
a. Select a new role in the Role dropdown menu.
b. Enter the Start Date of the new role.
c. Select the Default Role checkbox.
d. Select Done to close the Role window.
7. Select Apply.
Employee Going on Leave:
Option 1 - Leave the employee active, but end the roles - This will ensure that when the employee returns, and a new role is added to his/her profile, he/she can pick up their training where they left off. However, this employee will appear in reports while out on leave.
Option 2 - Deactivate the employee record - This will withdraw the employee from all training. This will ensure that the employees do not appear in reports while out on leave. However, when the employee returns, and a new role is added to his/her profile, he/she will be re-enrolled in ALL required training, even though some courses may have been completed earlier in the year.
Delete an Employee:
If you are sure that you would like to fully delete an employee and their records, you must first delete the activities and files associated with them.
1. Log in to the iTacit Admin site.
2. Navigate to Menu > Employees > Employee Manager.
3. Search for and select the employee you would like to delete.
4. Select the Delete button.
5. Type in DELETE in the Delete confirmation window.
6. Select OK.
If you receive a Delete failed notification, then the employee has been sent a message or survey that is linked to their profile and may not be deleted. In these instances, the employee profile should be deactivated.