Tracker allows you to, effectively, remove any staff member from the system. This will remove them from all active lists, drop-down menus, and, if they were a driver, it will remove them from the Driver Detail Commission Report.
Technically, you can delete an employee profile; however, we advise that you instead make the profile inactive as this will allow you to reinstate it at a later date under the circumstance they return to the company. It will also help to keep your records straight.
Making Employees Inactive
When it is time to remove an employee from Tracker, from the main Tracker menu, navigate to Lists -> Employees -> Employees. Then, search for the employee in question, and bring up their employee profile by double-clicking on their entry in the search results.
On the left-hand side, under the Date Hired field, will be the Terminated Date field, as seen highlighted in the above picture. Simply enter today's date and click on the Save button. This will remove them from all active lists, drop-down menus, and, if they were a driver, it will remove them from the Driver Detail Commission Report.
Reinstating Employees
Often times we have an employee that will leave, only to return at a later date. Under these circumstances, all we need to do is reactivate their employee profile.
From the main Tracker menu, navigate to Lists -> Employees -> Employees. This will bring up the employee list. Then, at the top of the list, you will see a check box under the Driver status field with the word inactive next to it. As seen in the picture above, check this inactive box and click on the search button. This will bring up all of your inactive employees.
Double click on the employee you wish to restore, and click on the terminated field once again to highlight it. Then, on your keyboard, press CTRL, and then DELETE keys. This will remove the termination date and reinstate the employee to the Tracker system once again.
Remember to click save on the employee profile!
