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Remove or restrict an employees access

You can remove or restrict an employee's access so that each employee has only the access they need.

Written by Relu

You can remove or restrict an employee's access based on how their situation has changed:

  • They no longer need system access: for example, if someone has left the business or is on long-term leave, you can deactivate their account so they can’t log in. When they try, they’ll see a message saying the account isn’t active.

  • You want to limit what they can see or do: You can remove specific roles or permissions, so they only have access to the areas they need. This helps keep sensitive HR data secure.

  • They were added by mistake: If a person was created in error, you might remove their employment or even their full record.

  • Their role changed: If someone moves to a different post, the new post may have different access levels, so their permissions may need adjusting.

Remove roles from a post

You can remove roles from a post to restrict an employee's access; this only applies if there is one person assigned to this post.

To remove the roles from a post, please see the below steps:

  1. Find the employee using the organisation search then click Post Details.

  2. Click Security.

  3. Click on Roles and remove the appropriate ones.


Change employee's status

If there are multiple employees assigned to the post, there is the option of changing the status by deactivating it as it stops the employee from being able to log in to the HR system.

This can be done from the employee's profile by following the below steps:

  1. Find the employee using the organisation search then click Person.

  2. Click on Profile.

  3. Click on Account Status.

    • This changes from green to red.

📌Note: When the employee tries to log in, the following warning message displays on the log in page: This account is not active, please check with admin.

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