When an employee leaves, you should remove them from being active in the organization by terminating them. You can still keep their information in your records. If you offboard them, you can check on their remaining roles and tasks before they are terminated.
Learn how to add and edit employees.
Permissions needed
- Management Scope: must include the department you want to remove employees from
- Employee: Delete/Offboard permissions
Offboard an employee
When you offboard an employee, you can view their existing benefits, roles, and tasks, and act on these before their last day.
Once they are completely off-boarded and terminated, you can still restore them if they choose to return to your organization.
To offboard an employee:
- In the SeaTalk Admin Center, navigate to Organization.
- Locate the employee you want to terminate:
- In the left panel, enter search terms in the search box. Employees with names or email addresses that match your search terms will appear.
- To filter employees by their status, click the Employee Status dropdown menu and select the status you want.
- To filter employees by department, click the department you want in the left panel.
- Click the employee.
- In the right panel, click the More dropdown menu and select Offboard.
- In the dialog box, click Select Termination Date and select their last day.
- Click Offboard.
- In the right panel, view their personal benefits, assigned roles, and pending tasks:
- If the right panel doesn’t appear, the person doesn’t have any personal benefits, roles, or tasks.
- Under the Description column, you can view the default actions to be taken on the termination date.
- To change the default action for a specific role or task, click Modify under the Action column:
- Select the option you want to be applied to the role or task.
- Select if you want to apply changes at the termination date or apply changes immediately.
- Once done, click Save or Apply. If the employee is active on the SeaTalk mobile app, they’ll receive a message to update them on their last day with your organization.
- You can come back to update these actions by clicking the employee and clicking View Arrangement.
- The employee’s status will be updated to Leaving and on their termination date, be removed from SeaTalk. Their information will still be stored as a terminated employee.
Restore terminated employees
When a terminated employee returns to your organization, you can restore them to SeaTalk with their previous information.
To restore a terminated employee:
- In the SeaTalk Admin Center, navigate to Organization.
- In the upper right, click the Terminated Employees icon. You can view all terminated employees.
- Click an employee. You can view their full details.
- In the upper right, click Re-Board.
- In the dialog box, click Re-Board.
- Update their details and click Add.
- The employee will return to the organization. However, any original settings in other features (e.g., their work group and leave policy) will be lost.
You can also delete their information permanently from SeaTalk by clicking Delete in the upper right. In the dialog box, click Delete.
Delete an employee
When you delete an employee, there is no chance to transfer their roles or tasks to another employee. There is also no way to restore their data.
- In the SeaTalk Admin Center, navigate to Organization.
- Locate the employee you want to delete:
- In the left panel, enter search terms in the search box. Employees with names or email addresses that match your search terms will appear.
- To filter employees by their status, click the Employee Status dropdown menu and select the status you want.
- To filter employees by department, click the department you want in the left panel.
- To the right of the employee you want to delete, click the bin icon.
- In the dialog box, click Delete.
Please note: if the employee is part of more than one department and your management scope only includes one of the departments, the employee will not be deleted and only be removed from that department.
Bulk delete existing employees
- In the SeaTalk Admin Center, navigate to Organization.
- Locate the employees you want to delete:
- In the left panel, enter search terms in the search box. Employees with names or email addresses that match your search terms will appear.
- To filter employees by their status, click the Employee Status dropdown menu and select the status you want.
- To filter employees by department, click the department you want in the left panel.
- Select the checkboxes next to the employees you want to delete.
- In the upper right, click the Quick Action dropdown menu and select Delete.
- In the dialog box, click Delete.
Please note: if the employee is part of more than one department and your management scope only includes one of the departments, the employee will not be deleted and only be removed from that department.
