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Deactivate a user/employee

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Deactivate a user/employee
Stechies

How to set a user inactive?

SOLUTION

Please follow the steps below in order to set an user inactive: 

  • First, navigate to Admin Center
  • Then please use the Search tool in order to find "Employee Export", or user can also manually navigate to the Manage Employees section > Update User Information > Employee Export
  • Now according to the below screenshot you need to first select the option “export template” save this to your PC as you will need it later to update the user
  • After saving the template, please select the option “export user file”.
  • When the export is ready choose the “Download Export” option. If in case you see a refresh button, refresh until the export is ready and the “download export” will then be available
  • Now save your export to the PC and extract the CSV file from the zipped folder.
  • Now you need to find the Active user in question from this export file

Deactivate-User

  • Open the template you downloaded earlier.
  • Copy the line for the user in question from the employee export to the template. You will have the headers in the template but no other user data.
  • Edit the “Status” column for the user in question and check from “active” to “inactive”
  • At last please Save the file as a (.CSV)

For Non-Employee Central Customers:

Import this updated information via the employee import

  • Navigate to Admin Center
  • Then use the Tool Search to find "Employee Import", or manually navigate to the Manage Employees section > Update User Information > Employee Import
  • Now in the File Name: click Choose File to select your CSV import fileClick Validate Import File to check for errors

Optional Steps:

  • Please select the new user default password format option
  • A user can also send welcome email to new users
  • Also, validate Manager and HR fields.
  • And Process inactive Employees
  • Now you need to Expand the following in order to enable more options for: 
  • Specify Form routing options
  • Specify File Language Format
  • Specify Compensation form updating options
  • Now click Validate Import File to check for errors
  • Now once any errors have been corrected, go back to File Name: click Choose File to reselect your validated import file
  • Click Import User File
  • Click OK button to confirm import

All user which have been set to inactive will be updated to inactive once the import job completes.

For Employee Central Customers:

If in case you have Employee Central enabled in your instance then you will not have the above employee import function.

Therefore instead you have an Employee Data Import

  • First, go to Admin Center
  • Then please use the Search tool in order to find  "Employee Data Import", or you can also manually navigate to the Manage Employees section > Update User Information > Employee Data Import
  • Select “Import Data”
  • Select “Basic Import”
  • Now please choose the file location for the template which you have set the user to inactive.
  • Click Validate Import File to check for errors
  • Now once the errors will be corrected, navigate back to File Name: click Choose File to reselect your validated import file
  • At last Click Import

Inactive-User

All user which have been set to inactive will be updated to inactive once the import job completes.


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