{"id":6906,"date":"2021-07-29T19:55:19","date_gmt":"2021-07-29T19:55:19","guid":{"rendered":"https:\/\/portal.workdo.co\/en\/?post_type=ufaq&#038;p=6906"},"modified":"2022-02-17T07:26:40","modified_gmt":"2022-02-17T07:26:40","slug":"1154","status":"publish","type":"ufaq","link":"https:\/\/portal.workdo.co\/en\/ufaqs\/1154\/","title":{"rendered":"What to do when employees resign?"},"content":{"rendered":"<p><span style=\"color: #aaaaaa;\">FAQ-ID\uff1a1154<\/span><br \/>\n<span>What do I do for employees who want to resign? Should I set their status as resigned? What access do they have until they leave the workplace? Find out now!<\/span><\/p>\n<p>The necessary settings require the help of both Workplace Admins and HR Staff to complete. Let&#8217;s get started! <!--more--><br \/>\n&nbsp;<br \/>\nPlan\uff1a<img loading=\"lazy\" class=\"alignnone size-full wp-image-3680\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2019\/01\/ic-circle-disable.png\" alt=\"\" width=\"24\" height=\"24\" data-wp-pid=\"3680\"> Free&nbsp; &nbsp;<img loading=\"lazy\" class=\"alignnone size-full wp-image-3680\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2019\/01\/ic-circle-tick-active.png\" alt=\"\" width=\"24\" height=\"24\" data-wp-pid=\"3680\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/pricing\/\" target=\"_blank\" rel=\"noopener noreferrer\">Paid<\/a><\/p>\n<p>Permission\uff1a<img loading=\"lazy\" class=\"alignnone size-full wp-image-3680\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2019\/01\/ic-circle-disable.png\" alt=\"\" width=\"24\" height=\"24\" data-wp-pid=\"3680\"> Member&nbsp; &nbsp;<img loading=\"lazy\" class=\"alignnone size-full wp-image-3680\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2019\/01\/ic-circle-tick-active.png\" alt=\"\" width=\"24\" height=\"24\" data-wp-pid=\"3680\"> <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1064\/\" target=\"_blank\" rel=\"noopener noreferrer\">Workplace Admin<\/a>&nbsp; &nbsp;<img loading=\"lazy\" class=\"alignnone size-full wp-image-3680\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2019\/01\/ic-circle-tick-active.png\" alt=\"\" width=\"24\" height=\"24\" data-wp-pid=\"3680\"> <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1116\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tool Admin<\/a><\/p>\n<p>Role\uff1a<img loading=\"lazy\" class=\"alignnone size-full wp-image-3680\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2019\/01\/ic-circle-disable.png\" alt=\"\" width=\"24\" height=\"24\" data-wp-pid=\"3680\"> Employee&nbsp; &nbsp;<img loading=\"lazy\" class=\"alignnone size-full wp-image-3680\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2019\/01\/ic-circle-disable.png\" alt=\"\" width=\"24\" height=\"24\" data-wp-pid=\"3680\"> Manager&nbsp; &nbsp;<img loading=\"lazy\" class=\"alignnone size-full wp-image-3680\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2019\/01\/ic-circle-tick-active.png\" alt=\"\" width=\"24\" height=\"24\" data-wp-pid=\"3680\"> HR Staff&nbsp; &nbsp;<img loading=\"lazy\" class=\"alignnone size-full wp-image-3680\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2019\/01\/ic-circle-disable.png\" alt=\"\" width=\"24\" height=\"24\" data-wp-pid=\"3680\"> HR Viewer<\/p>\n<div class=\"secondary\">\n<h5>Method 1\uff5cResigned employee can no longer access workplace data.<\/h5>\n<p>&nbsp;<br \/>\n<b>STEP 1\uff5cMember removal by the <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1064\/\" target=\"_blank\" rel=\"noopener noreferrer\">Workplace Admin<\/a>.<\/b><\/p>\n<div class=\"icon\">Interface\uff1a<span class=\"active\">App<\/span><span class=\"active\">Web<\/span><\/div>\n<ol>\n<li><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1158\/\" target=\"_blank\" rel=\"noopener noreferrer\">Enter the Workplace Settings<\/a>.<\/li>\n<li>Click Roster.<\/li>\n<li>Use the search bar to search and select the member.<\/li>\n<li>Click Manage Member then Remove Member from the Workpalce.<\/li>\n<li>Enter the confirmation code and click Remove to complete the process.\n<ul>\n<li><b>Remove<\/b><br \/>\nThis step will remove the member from the workplace and mark him\/her as terminated in the employee profile, <b>making the workplace contents inaccessible<\/b>. Reinstating and inviting the member back into the workplace will lift this restriction.<\/li>\n<li><b>Block &amp; Remove (Web Only)<\/b><br \/>\nThis action puts the member on a permanent blacklist, and <b>this account is never to be used to rejoin the workplace<\/b>.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p>&nbsp;<br \/>\n<b>STEP 2\uff5cEnter the reason of resignation by the <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1116\/\" target=\"_blank\" rel=\"noopener noreferrer\">HR Staff<\/a>.<\/b><\/p>\n<div class=\"icon\">Interface\uff1a<span class=\"disable\">App<\/span><span class=\"active\">Web<\/span><\/div>\n<ol>\n<li><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1111\/\" target=\"_blank\" rel=\"noopener noreferrer\">Switch to the HR tool<\/a>.<\/li>\n<li>Click Employee Profiles.<\/li>\n<li>Use the filter to search for the terminated employee profile.<\/li>\n<li>Click the Edit icon and confirm the action in the pop-up window.<\/li>\n<li>Scroll down and click the Enrollment\/Resignation tab.<\/li>\n<li>Click the Edit icon in fron of the record and fill out the information.<\/li>\n<li>Click Save to finish.<\/li>\n<\/ol>\n<p>&nbsp;<br \/>\n<b>STEP 3\uff5cIf you don&#8217;t need to keep the employee profile, the <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1116\/\" target=\"_blank\" rel=\"noopener noreferrer\">HR Staff<\/a> can <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1157\/\" target=\"_blank\" rel=\"noopener noreferrer\">delete it permanenetly<\/a>.<\/b><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<div class=\"secondary\">\n<h5>Method 2\uff5cAllow the employee to stay in the workplace until the handover is completed.<\/h5>\n<p>&nbsp;<br \/>\n<b>STEP 1\uff5cEnter the reason of resignation by the <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1116\/\" target=\"_blank\" rel=\"noopener noreferrer\">HR Staff<\/a>.<\/b><\/p>\n<div class=\"icon\">Interface\uff1a<span class=\"disable\">App<\/span><span class=\"active\">Web<\/span><\/div>\n<ol>\n<li><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1111\/\" target=\"_blank\" rel=\"noopener noreferrer\">Switch to the HR tool<\/a>.<\/li>\n<li>Click Employee Profiles.<\/li>\n<li>Select the employee with the checkbox.<\/li>\n<li>Click the Terminate button.<\/li>\n<li>Fill out the reason of resignation.<\/li>\n<li>Click the Terminate button below to complete.\n<ul>\n<li><b>The basic tools are available to the employee.<\/b><\/li>\n<li><b>All the records of the advanced tools can still be viewed by the employee, but he\/she can no longer use them.<\/b><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p>&nbsp;<br \/>\n<b>STEP 2\uff5cRemove the employee by the <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1064\/\" target=\"_blank\" rel=\"noopener noreferrer\">Workplace Admin<\/a>.<\/b><\/p>\n<div class=\"icon\">Interface\uff1a<span class=\"active\">App<\/span><span class=\"active\">Web<\/span><\/div>\n<ol>\n<li><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1158\/\" target=\"_blank\" rel=\"noopener noreferrer\">Enter the Workplace Settings<\/a>.<\/li>\n<li>Click Roster.<\/li>\n<li>Use the search bar to search and select the member.\n<ul>\n<li><b>Click Manage Member then Remove Member from the Workpalce. <\/b><\/li>\n<li><b>Enter the confirmation code and click Remove to complete the process.<\/b><br \/>\nThis step will remove the member from the workplace and mark him\/her as terminated in the employee profile, <b>making the workplace contents inaccessible<\/b>. Reinstating and inviting the member back into the workplace will lift this restriction.<\/li>\n<li><b>Block &amp; Remove (Web Only)<\/b><br \/>\nThis action puts the member on a permanent blacklist, and <b>this account is never to be used to rejoin the workplace<\/b>.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p>&nbsp;<br \/>\n<b>STEP 3\uff5cIf you don&#8217;t need to keep the employee profile, the <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1116\/\" target=\"_blank\" rel=\"noopener noreferrer\">HR Staff<\/a> can <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1157\/\" target=\"_blank\" rel=\"noopener noreferrer\">delete it permanenetly<\/a>.<\/b><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<div>\n<h5><img src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2018\/07\/ic-price-lightning-yellow-24.png\">Reminders<\/h5>\n<ul>\n<li>The option is available in the Workplace Settings for <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1039\/\" target=\"_blank\" rel=\"noopener noreferrer\">members to leave the workplace on their own<\/a>.<\/li>\n<li>When employees leave the workplace, all buddy-level contents, including chat histories and posts are erased as well, so be sure to ask other members to backup necessary contents before then.<\/li>\n<li>The paid plans of WorkDo charge by the workplace member count, so the <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1072\/\" target=\"_blank\" rel=\"noopener noreferrer\">subscription fee<\/a> may be affected when members join and leave the workplace depending on the time of the month.<\/li>\n<\/ul>\n<\/div>\n<div class=\"secondary\">\n<h5>Relevant Questions<\/h5>\n<p><a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1002\/\" target=\"_blank\" rel=\"noopener noreferrer\">How does WorkDo handle the data and records of resigned employees?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1157\/\" target=\"_blank\" rel=\"noopener noreferrer\">How to delete an employee profile?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1034\/\" target=\"_blank\" rel=\"noopener noreferrer\">How to set employees who are on leave without pay?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1131\/\" target=\"_blank\" rel=\"noopener noreferrer\">Get notifications when members join and leave.<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1152\/\" target=\"_blank\" rel=\"noopener noreferrer\">What settings in HR are required for new employees?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1039\/\" target=\"_blank\" rel=\"noopener noreferrer\">Can I leave a workplace?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1113\/\" target=\"_blank\" rel=\"noopener noreferrer\">Why do I have limited tool access?<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>FAQ-ID\uff1a1154 What do I do for employees who want to resign? Should I set their status as resigned? What access do they have until they leave the workplace? Find out now! The necessary settings require the help of both Workplace Admins and HR Staff to complete. Let&#8217;s get started!<\/p>\n","protected":false},"author":18,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[556],"ufaq-tag":[1115,1180,1068,1070,1181,1177,1178,1123,1243,1179],"_links":{"self":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq\/6906"}],"collection":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq"}],"about":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/types\/ufaq"}],"author":[{"embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/comments?post=6906"}],"wp:attachment":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/media?parent=6906"}],"wp:term":[{"taxonomy":"ufaq-category","embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq-category?post=6906"},{"taxonomy":"ufaq-tag","embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq-tag?post=6906"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}