Inactivate / Reactivate / Delete an Employee

iTacit recommends inactivating 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.

Inactivate an Employee:

1. Select Menu > Employees > Employee.
2. Search for and select the employee you would like to inactivate.

a. Select the Inactivate button.
b. Enter in a specific inactivation date for the employee by selecting the calendar icon or accept the defaulted date
c. Select Ok.

3. Select Done.

Once the employee has been inactivated, all roles will be ended and they will not be able to log in to iTacit.

Reactivate an Employee:

4. Select Menu > Employees > Employee.

5. Search for and select the employee you would like to inactivate.

a. Select the Reactivate button.
b. Select Yes.
c. 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.)

6. Select Done. (See image on the next page).

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.

7. Select Menu > Employees > Employee.

8. Search for and select the employee you would like to delete.

a. Select the Transcript tab and delete all transcripts.
b. Select the Knowledge Programs tab and delete all knowledge programs.
c. Select the Performance tab and delete all performance items.
d. Select the Delete button then Yes in the Delete confirmation window.

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 inactivated.