CharlieHR

How to mark an employee as leaving and archive their profile after they’ve resigned.

Offboarding/Archiving an Employee

How to reactivate the accounts of former team members on Charlie

Reactivate an archived / off-boarded team member

How to find out information about leavers

Viewing archived people

You can easily edit a leaving date for a user, or undo their offboarding completely in Charlie.

Editing a Leaving Date For Offboarded Team Members

Alexandros Tofarides

How to manage team members leaving your business  

Offboarding and reactivating former team members

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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