Record a leaving date
When someone leaves, you record the date. They can no longer sign in, and they stop counting towards your plan. Their sheets, claims and history stay exactly as they were.
Before you begin
Section titled “Before you begin”- You hold the Administrator role.
- If the person has sheets waiting for approval, decide who should handle them. Approvers who leave can be replaced. See Change roles.
Record it
Section titled “Record it”-
Open People, choose Open on the person, and stay on the Profile tab.
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Choose Leaving at the top right of the page.
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Enter the Leaving date. It is required, and there is no default.
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Choose Record leaving.
The profile now shows the Leaving date, for example “2026-10-01”, and the People list marks them Former. Any session they had is ended.
What happens next
Section titled “What happens next”- They can no longer sign in. They are no longer offered as an approver or manager.
- Their history is kept and still names them on what they did.
- They no longer count towards the number of people on your plan, which may bring you back within your band. See Billing and the free trial.
- A month after the leaving date cannot be added as a sheet for them.