How to Manage Employee Profiles

If an employee leaves the company or was added by mistake, you can manage their profile in several ways:

• Mark as Terminated – Keeps the employee record for future reference. Terminated employees remain visible under All Employees.
• Delete Employee – Permanently removes the employee profile from the system.
• Combine Employees – Merges duplicate employee profiles into one record.

To access these options:

1. Open the employee’s profile.
2. Click the three-dot menu in the top-right corner.
3. Select Terminate, Delete, or Combine Employees.
4. Follow the prompts to complete the action.

When terminating an employee, you can also:

• Set the employee’s termination status
• Indicate whether they are eligible for rehire
• Optionally send an exit survey to the employee

Keeping employee profiles accurate helps maintain organized records and ensures your employee data stays up to date. Be sure to review each action carefully, especially when deleting or combining profiles, as some changes cannot be undone.