Inactivating or Reactivating an Employee Category
An item should be made inactive if you are setting up data and want
to restrict its use until the item is completely set up or ready, or if
you no longer require the item in any capacity but may want to reactivate
it in the future.
When you inactivate an Employee Category:
- It is no longer selectable from any forms or menus.
- It can still appear in reports.
- It does not appear in search results unless Inactive is selected from the Advanced menu.
- If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.
To inactivate an Employee Category
Note: An Employee Category cannot be inactivated if it is associated with an active employee. Also note that only the owner (as determined by the Owned By field) of an Employee Category can inactivate it.
- Locate the Employee Category and select it.
- Select Edit.
- Under Status, select the Active switch to toggle it to Inactive.
- Select Save.
To reactivate an Employee Category
Tip: Remember to select Inactive from the Advanced Search menu to search for inactive items. Also remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.
- Locate the Employee Category and select it.
- Select Edit.
- Under Status, select the Inactive switch to toggle it to Active.
- Select Save.