Introduction
In Tekmetric, deactivating an employee in a shop completely removes their access from the shop. Their information is still available for reference by anyone with access to the Employees section of Tekmetric in the shop.
Deactivating Employees in Shops
Main Employees Table
Within the Employees section, there are two tabs:
- Active, which displays all active employees in the shop
- Deactivated, which displays all deactivated employees in the shop
Deactivate Employee
In order to deactivate an employee, users must navigate into the employee profile for an active employee. From there, they can select the Deactivate Employee option in the upper right hand corner of the page.
After selecting this, the user will be prompted with a confirmation modal. They can enter a reason for deactivation, but this field is not required. After selecting Deactivate, the selected employee will be deactivated in the shop.
Deactivated Employee Profile
Users can still navigate into the employee profile for a deactivated employee. This profile will be read-only, except for an “Activate Employee” option in the upper right hand corner of the page.
Reactivating Employees
In order to reactivate an employee, users can select the Activate Employee option referenced above, or they can use the three-dot menu available on the employee within the Deactivated tab of the main Employees table.
After selecting either of these options, the user will be prompted to choose permissions for the employee getting reactivated. Learn more about this here. Confirming their choice will reactivate the employee within the shop.
Account History
Within all employee profiles, Shop Owners will be able to view the activation and deactivation history for each employee within History > Account.
Note: This functionality is only available to Shop Owners.
Deactivated Employees in Reports
There is an easy way to filter by deactivated employees within employee filters in reports. At the bottom of all employee filters, there is a toggle called “Show deactivated employees.”
When this is off, the filter will only contain active employees in the shop. When the toggle is on, the filter will contain both active and deactivated employees in the shop. Deactivated employees will be identified with a “Deactivated” label.
Within the report content itself, deactivated employees will be identified with various “Deactivated” labels. See below for a couple examples from the Technician Hours report.
Deactivating Employees in the Multi-Shop Dashboard
The main Employees table in Multi-Shop also has two tabs: Active and Deactivated.
- The Active tab contains all employees in the organization that are active in at least one shop OR are considered “Multi-Shop” only employees (meaning they aren’t actually employees in any shops - they just have access to the Multi-Shop dashboard).
- The Deactivated tab contains all employees that are completely deactivated in all the shops they used to be a part of.
Deactivate Employee
Organization Owners can select to completely deactivate an employee in the entire organization using the Deactivate Employee option in the three-dot menu available for an employee.
Note: This is ONLY available to Organization Owners.
When selecting this option, a confirmation modal will appear, asking the user to confirm their choice and optionally provide a reason for removal. After confirming, the employee will be deactivated in ALL the shops they were a part of. The employee will then be moved to the Deactivated tab.
Deactivated Tab
In the Deactivated tab, users can reference the “Previous Shop Access” that the employee had. This includes the Date of Deactivation for each shop they were previously a part of.
Reactivate Employee
From the Deactivated tab, Organization Owners and Admins (anyone with Full Edit capability) can reactivate an employee by selecting the Activate Employee option in the three-dot menu available on the employee.
Note: This is only available for Organization Owners and employees with Full Edit capability in Multi-Shop.
After selecting this option, the user will be prompted to choose permissions for the employee getting reactivated. Learn more about this here. Confirming their choice will reactivate the employee within ALL the shops that they were previously a part of.
Account History
Within the three-dot menus in both the Active and Deactivated tabs, Organization Owners and Admins can view Account History for an employee.
Note: This is only available for Organization Owners and employees with Full Edit capability in Multi-Shop.
When selected, a modal will appear with all account history for the employee in ALL the shops within the organization.
Multi-Shop Only Employees
Due to technical limitations, if an Organization Owner wants to remove a “Multi-Shop only” employee from their organization, they will still need to completely delete the employee. These employees will NOT appear in the Deactivated tab.
