Inactive an Employee/Keep Their Work

Inactivate a user and keep past history of tasks

A user cannot be “inactivated” per se.  Connections is really about the WORK that a person is responsible for.  If you are tracking the “work” like tasks in a project, if you delete the employee/user, the project tasks are not deleted (the person’s name associated with the task is deleted, so you would have to assign the task work to someone else, but you don’t lose the task itself.)  You do lose the person’s basic role, however, if you delete the user.  We recommend that people do not delete an employee when they are terminated.  We recommend that the COL admin make a hard copy of all dialogs on their People Tab for HR, then delete all dialogs from their People Tab.  The Admin should delete personal tasks if not work related, and all comments and tasks associated with the Basic Role (but do not delete the Basic Role).  Then the Admin should change the name of the User to “TBD” if they are going to replace the person – remember, this system is about the WORK and then who OWNS the work.  When the new person is hired, they can replace that person’s name with TBD and that person can re-negotiate the Basic Role, Project Work tasks, etc.