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How to Deactivate or Reactivate an employee.

This Document is about how to deactivate and re-activate an employee that was once moved to inactive status. Active status means that the employee can log into and out of Sail POS terminals, devices, and back office.Backoffice. They will only be able to log into back officeBackoffice if their account is set up to have a back officeBackoffice login.

  1. Log into back office.

    Backoffice.

  2. SelectClick Staff at the stafftop, tab.

    then

    image.png

    Employees
    in
    the
    menu
    on

    the

     

  3. Select Employees.

    image.png


     left.

  4. The employeesEmployees screen brings up all the active employees. You can seeemployees: the checkedActive checkboxfilter above the list is selected, and the green dot in the activeActive column showingshows that they are currently active in the system.

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     Backoffice Staff, Employees: Staff and Employees marked, the Active filter selected and an employee's name marked

 

To deactivate an employee

  1. SelectClick the pencilname icon to editof the employee you wish to deactivate.

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    1. ScrollTurn down tooff the EmploymentActive informationswitch section underat the detailsbottom tableft of the employee's page.

    2. SelectClick toSave toggleat the activebottom checkboxright.

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    3. Save

      image.png

       An employee's page in Backoffice with the Active switch turned off at the bottom left and the Save button marked at the bottom right

    4. Now the employee hadhas been deactivated in the system and will no longer be able to log in.

    2.  

To re-activate an employee or to view inactive employees

  1. SelectClick the “showInactive inactive”filter checkbox.above the list. This will show all the inactive employees only. You can type a name in Search to find the employee.

    image.png

     

     

    1. SelectClick tothe editname of the employee you wish to re-activate.

      image.png

       

       The Employees list with the Inactive filter selected and an inactive employee's name marked

    2. SelectTurn on the activeActive checkboxswitch inat the employmentbottom information sectionleft of the employeeemployee's details tabpage to togglemake itthem backactive to active.

      image.png

       again.

    3. Click Save at the bottom right.

      image.png

       An inactive employee's page in Backoffice with the Active switch turned on at the bottom left and the Save button marked at the bottom right

    4. Now the employee is active in the system again and will populate in the active list. The employee can now log back into the terminals and devices.

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