How do I offboard a worker from Kinatico Compliance?
This article explains how to offboard a worker from your organisation by archiving their record.
What You'll Need:
- System Admin or System Owner access.
- An existing mobile app user record in the User Directory
Time Required: 3 minutes
Instructions
Step 1: Locate the user
- Go to User Directory
- Set the Manage dropdown to Worker.
- Find the user you want to offboard
Step 2: Archive the user
- Select the three-dot menu at the end of their row
- Select Archive
- A confirmation dialog will appear and select Confirm to complete the action.
Step 3: View archived users
- Select Filters
- Under Status, click on the checkbox Archive
- Archived users will now appear in the list
Recommended next steps
- Confirm the worker no longer appears in your active compliance tracking.
- Review any activities still assigned to them and reassign if needed.
Common Questions
Q: Can I undo an Archive action?
Yes. An Admin can unarchive the user, restoring their record to the status it had at the time it was archived.
Q: Can I archive more than one user at a time?
Yes. Select multiple users from the User Directory using the checkboxes, this activates the Archive option, which you can then select to archive all chosen users at once.
Need Additional Help?
Still have questions? Contact us by selecting Get Help from the main navigation, then email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com.