Deactivating Staff Members

In the event you need to deactivate a staff member, you can do so by clicking on the Staff option under the company sub-menu of Settings.

Find the employee you wish to deactivate on the list that appears.

 Clicking on the Notepad icon on the far right in the row of the selected employee will open that employee’s information page.

 

Locate the field labeled End Date, clicking in that field will open a small calendar in which you can select which date the staff member will no longer be active.  Once the date is selected on the calendar, click OK.

Once the date is selected, click Submit near the bottom of the page.

 

• Related Articles

• Adding Staff Members

  As the business grows, there will be a need to add staff members to Compass. This can easily be done by using the Staff option under the Company Admin settings. A list of currently active and inactive staff members will be displayed. To add a new ...

• Activating Or Deactivating Colors

  In the event of a color is temporarily unavailable for one reason or another, it might be necessary to deactivate a color option for customers until such time that color is readily available again.  Bring the mouse cursor over the Settings link on ...

• Reconfirmation texts

  Compass can automatically text customers with appointment reconfirmations, saving you a call.  Customers can reply 'yes' to confirm the appointment still works. If they do this, the 'reconfirmed' icon will turn green in the calendar. The text looks ...

• Appointment Schedule/Reschedule Texts

  Compass can automatically text customers whenever you book/reschedule an estimate or job appointment. This makes it easier for customers to have confirmation on the date/time they'll expect to see your team. The text for a newly scheduled appointment ...

• Adding A Placeholder On The Calendar

  At some locations multiple users may be scheduling appointments at the same time. This could lead to overlap or double booking.  To help alleviate this potential issue, Compass has the capability to put in a placeholder on the calendar to block out a ...