We understand that staff changes at your agency can occur that will affect your your Function Point system set up. Knowing how to mark a staff member as inactive is important for a couple of reasons:
- The staff member has left or been let go, and you do not want them to be able to login to your FP system anymore.
- The staff person doesn't need access to FP and you want to "free up" their FP license, so that it can be assigned to a different staff member.
This article will teach you how to view your staff list, and make any staff member inactive.
Access the Staff List
From the Admin menu, choose Rate and Staff Management > Staff, Staff Rates and Permissions.
You will land on the Admin Staff List. Hover over the + New Staff button to view or confirm your account details.
To mark a staff member as inactive, begin by clicking on their name from the list view.
Edit the Staff Record
On the Edit Staff page you can:
- Enter the last date of work or termination date for this staff member (if applicable).
- From the "Current Status" dropdown, choose Inactive.
Note: doing so will also mark this person as Inactive on their record in the Contacts area.
Click Submit to save this change.
Give the License to Another Staff Member
Marking a staff member as inactive will free up a licence for a new staff member. To learn how to add a new staff member, check out this article: Adding Staff