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Offboarding and reactivating former team members
Editing a leaving date for offboarded/archived Team Members
Editing a leaving date for offboarded/archived Team Members
You can easily edit a leaving date for a user, or undo their offboarding completely in Charlie.
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago

Note: Only Super Admins/Admins/Team Leads can do this.

To edit someone's leave date, after previously offboarding them.

  • Head to the 'People' page and click on their profile

    • If the user's current leaving date has passed, you will need to filter for archived users on the People page by clicking the drop down arrow by 'everyone' and selecting 'archived'

  • On the Employment page of their profile where it shows offboarding details click 'Edit Offboarding'

  • Enter their new date and select review.

  • Then select 'Save changes'.

  • Done!

Screen Recording 2022-01-26 at 11.27.58 am

Have a user who is no longer leaving? Undo their offboarding following these steps:

  • Head to the 'People' page and click on their profile

    • If the user's current leaving date has passed, you will need to filter for archived users on the People page by clicking the drop down arrow by 'everyone' and selecting 'archived'

  • On the Employment page of their profile where it shows offboarding details click 'Undo Offboarding'

  • And done!

    Screen Recording 2022-01-26 at 12.18.13 pm

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