Role Access: Admin, Super User, Partner
Important: These instructions only apply to users who manage the employee directory solely in the platform. If your organization uses SFTP or ADP sync to manage the employee directory, you will need to remove the employee within your HRIS.
When you need to remove a user from WorkDove, you have two options for user management:
1. Inactive Status: Restricts the user from accessing the platform and its features but keeps their data and account information intact. All associated records will be removed from the primary view, but will still be accessible within WorkDove. Changing the status to inactive is useful to keep historical records and to allow the user to be reactivated at any point.
2. Deletion: Permanently removing the user's account and all associated data from the platform. Deletion ensures that the user's information is no longer stored or accessible. Deletion can only be completed via the support team. Please reach out to customer support at [email protected] for assistance.
The choice between these options depends on the specific circumstances and your organization's policies regarding user management.
Important Note: It is strongly advised to use the inactive function instead of deletion.
Below are the steps on how to do to change a users’ Active Status:
Changing Employee Status
To change an employee from Active to Inactive:
Navigate to People > Employees on the left navigation menu
Locate the employee in the directory and click the three-dot menu next to their name
Select “Edit Employee" and review the Work Information panel
Locate the Status Field, click the drop-down arrow, and select "Inactive"
Click Save in the top right corner