Managing Leavers (Account Status)

When an employee leaves the business you do not have to delete their training and/or self-assessment data, you can simply change their account status to inactive.

An account can be in one of two states: Active or Inactive.

Active users:

• Can login and undertake training
• Can receive emails from the platform
• Will use a license for each course they are added to

Inactive users:

• Cannot login or undertake training
• Do not receive emails from the platform
• Licenses are returned to the pool for use by other employees
• Do not appear on reports unless specified
• Training and self-assessment records are preserved

Example:

Joanna has recently retired from her role at Megacorp. Emma, the Company Administrator at Megacorp sets Joanna’s user account status to Inactive. Joanna’s licenses are freed up for another member of staff and the platform keeps Joanna’s training records for compliance.

A guide to managing user status is attached to this post.