Inactive Staff member

Staff members that were previously setup in the system may leave the business for various reasons. When this happens, you can either delete the staff account or make the account inactive.

Deleting the staff account means that all records pertaining to them will not have a staff member identified on them, so making the staff inactive may be better for keeping a paper trail.

For information on how to add a new Staff member, click HERE.

To make a staff member inactive:

1. Click on Setup -> General in the main menu of Retailer at the top.
   
2. Click into the Staff tab.
   
3. All existing staff will be shown in the grid, and on the right-hand side, you can double-click a tickbox under Inactive, to make the account inactive.
   
4. Click Save at the bottom after each change.

Effects:

Once the staff account is inactive, attempting to enter the initials from their account will generally display an error that the Staff ID is invalid.

This can happen in all areas that prompt for staff initials, including but not limited to, ending a sale in POS screen, entering the End of Shift screen, or editing an Invoice Arrival.

If your system is setup to use Staff logins at the start of the day/shift, the initials for this staff account will also be blocked from logging in.

For information on how to use Staff logins, click HERE.

In certain screens like the Quote and Invoice Management screen, or the Add Repair wizard in the Repairs screen, the Staff box will no longer show the Inactive names when selecting a staff member.

This can be a useful method to keep the staff drop-down list short and manageable if your business has had many staff come and go over the years.

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