How to archive a worker profile
Archiving a worker removes them from all active workflows while retaining their history for audits or records. This is ideal for long-term leavers who don’t require future system access.
Steps:
- Open the profile of the Resigned or Disabled worker.
- Click “Archive.”
- Confirm the action.
System behaviour:
- Archived workers do not appear in shift planning, billing, or reporting filters by default.
- Their profiles remain read-only and visible in the Archived tab.
- Historical data is retained for compliance.
Note: Archived profiles cannot be reactivated. Only use this once you are sure.