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 worker record in the People Directory
Time Required: 3 minutes
Instructions
Step 1: Locate the worker
- Go to People Directory
- Set the Manage dropdown to Worker.
- Find the worker you want to offboard
Step 2: Archive the worker
- 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 worker
- Select Filters
- Under Status, click on the checkbox Archive
- Archive worker will now appear in the list
Recommended next steps
- Confirm the worker no longer appears in your active compliance tracking.
- Review any requirements still assigned to them and reassign if needed.
Common Questions
Q: Can I undo an Archive action?
Yes. An Admin can unarchive the worker, restoring their record to the status it had at the time it was archived.
Q: Can I archive more than one worker at a time?
Yes. Select multiple workers from the People Directory using the checkboxes, this activates the Archive option, which you can then select to archive all chosen worker 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.