For Non-Payoll Users in ESS, there is no connection to your Payroll database therefore, they will not have a Terminated flag in ESS. If the account is not to be accessed by the user, you can either disable or delete the account.
To disable the user:
Find the user in ESS.
Select Account Settings.
In the Account Information box, click Disable Login. This will stop them from accessing ESS.
If you need to remove them from a team, go to Teams.
Select their team.
Click the ellipsis button (three dots) on the right of their name and select either Remove from team or Move to team.
If you choose to remove, the user will be removed from the team, and if they don't have any other member roles, they will be placed into the Unassigned team.
If you choose to move, you can move them to a Terminated team if you have one, or a team for inactive accounts. Confirm removing them from their current team and changing their default approval team.
To delete a Non-Payroll User:
Before deleting a Non-Payroll User, check to see if they are an approver of Leave and/or Profile Changes. If the user is an approver for Leave or Profile Change approvals:
Ensure all pending approvals are actioned by the user. Alternatively, a fallback approver can action these items later.
If the user is the only approver for a team, assign another Manager to the team before deleting the user to avoid workflow issues.
Once complete:
Find the user in ESS.
Select Account Settings.
Click Delete User in Non-Payroll User. This will permanently remove the user from ESS and prevent any future access.
Update Delete Permission:
Only members of an Administrator Role can delete Non-Payroll Users. You set the permissions in Roles & Permissions and it will default to Edit when ESS is upgraded to 3.10.0. To change the permission:
Go to Settings, Roles & Permissions.
Select the Administrator Roles that you want to edit.
Click Edit, this will unlock the permissions.
Change the permission for Delete Non-Payroll Users under Account Settings
Click Save at the top of the screen.
