Access, settings and turnover

Switching off access

Switching off access suspends the person's login and ends every session they have open, so they cannot carry on in a session they were already signed into. HR can do it at any time with Switch off access now. Super admin accounts are never switched off this way.

The automatic steps

Two steps happen by themselves unless you turn them off in Settings:

• Switch off access on the date. Access goes off on the access date you set, or on the leaving date if you leave it empty. Checked every hour.
• Mark as left on the leaving date. The employee record is set to left.

Settings (HR)

Setting	What it does
IT people	Get the IT tasks
Finance people	Get the finance tasks
HR people	Get the HR tasks
Exit questions	The questions in the exit interview, one per line
Switch off access automatically	The automatic access step above
Mark as left automatically	The automatic leaving-date step above

Turnover

The Turnover tab covers the last 3, 6, 12 or 24 months:

• leavers per month, and how many were voluntary or regretted
• reasons for leaving
• departments with the most leavers
• average time with the company
• the exit interview summary

Automations

Workflow rules can react to an offboarding starting, access being switched off, the employee being marked as left, a task being done, and an offboarding completing or being cancelled — for example to raise an IT ticket.