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Archiving an Employee

In this article, we will see how to archive the profile of an employee whose contract has ended.

This allows you to free up an email address for the person replacing them and also free up a slot in the number of employees included in your plan.

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To follow the instructions in this article, you will need access to the manager features.

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No data will be deleted; the employee's hours will still be visible in payroll and project reports.

How to Set an Employee's Contract End Date?​

Go to the "My Team" page, then click on the "Settings" button under the summary of the person in question.

Screenshot of Jeanne Nguyen's summary. The "Settings" button is highlighted in red

Check the "Planned Contract End Date" box to display the date selection option.

Screenshot showing Jeanne Nguyen's settings. A red arrow points to the "Planned Contract End Date" checkbox

Choose the contract end date and click on "Archive."

Screenshot showing Jeanne Nguyen's settings. A red box highlights the contract end date field with a number 1. A red arrow points to the "Archive" button with a number 2

If you need help with this, write to us at [email protected].

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