The purpose of this document is to explain the best practice for when to deactivate or delete an employee in Bytecurve 360. To access your options, you will navigate to Set-up -> Employees in the Bytecurve 360 application.
On the employee screen, selecting filter options in the top right-hand corner will prompt three employee statuses than can be checked and unchecked for your viewing, Active, Inactive, and Deleted as highlighted below:
The pencil icon under action is this edit employee screen and this is where you can toggle the highlighted status as active or inactive depending on the employee’s situation.
In temporary absences affecting employees where a return is expected at some point at a later date such as maternity leave, the best practice is to mark them inactive in Bytecurve 360 when editing the employee record as shown below:
Once the status has been changed to the inactive state, click Save to apply the change.
In the inactive state the employee will not show available to assign to tasks in the schedule or appear in any payroll rules. When the employee has returned to work their record can be edited again and marked as Active.
In cases where the employee is not expected back due to a termination of employment, the best practice is to delete them in Bytecurve 360 by selecting the trash icon under the action column as shown below:
The pop-up window above will appear and selecting Delete will complete this change. Once the employee record has been deleted there is no action to reactivate when editing the record in the employee screen. However, the record will show in the employee list if the deleted filter has been selected under filter options.
The deleted corporate employee ID can now be used again to add a new employee or the same employee back if desired if the deletion was performed by mistake.
If you attempt to add a new employee or the same employee using a corporate employee ID that has not been deleted or is still active or even in an inactivate status, an error message will prompt that the ID must be unique. To resolve this please check the filter statuses and locate the conflicting employee record and make the necessary change in status depending on the situation.