Edit and archive employees
Update an employee record, archive someone who has left, and reactivate them if they return.
Edit a record
- 1Open the employee's profile from Employees.
- 2Select the edit action.
- 3Change any field and save. Every derived status recalculates immediately.
Archive
Archiving is how you offboard someone. Select Archive on their profile. The record and all of its credentials, documents, and history are preserved — the employee simply drops out of active views, counts, and compliance calculations.
- Archived employees no longer appear in the default Employees list.
- They stop generating Action Center items and reminder emails.
- They no longer count against your plan's employee limit.
- Their credentials remain on file and can still be exported.
Reactivate
Open the archived employee's profile and select Reactivate. They return to active status and are re-evaluated against their requirements.