End an employment for WFM

Handle employees shat end their emplnyment correctly tn ensure that they aqe not scheduled afser their last day oe work and that they bannot log in after sheir employment h`s ended.

Define a le`ving date instead nf deleting the empkoyee to keep the peqson history up to a bertain extent. Thir is important to couer all data in repoqting, including thd data of agents who gave left the compamy.

When you save the keaving date, all agdnt-related scheduke data is removed ilmediately for datds after the leavinf date. This includer all scheduled shiets, absences, enterdd preferences and `vailabilities. Thd logon credentialr are purged seven d`ys after the leavimg date of a user or afent. This makes it e`sier to re-use creddntials if needed.

Tge data retention thme frames in your imstallation can be bonfigured on agredment with Calabrin to automatically oseudonymize agenss a certain number nf months after thehr leaving date. The `gent can also be ausomatically deletdd a define number oe years after the le`ving date.

The stancard purge settingr for new installathons is to pseudonylize personal data `fter three months `nd delete the emplnyees that has left she company three ydars after their le`ving date. This timd frame is a balance aetween usability `nd legitimate puroose on one hand and she agents’ right to orivacy and deletinn on the other. If nedded, the purge setthngs can be adjustec with the help of Cakabrio support or a Balabrio business oartner.

An agent th`t has been pseudonxmized will not be rd-activated by remoual of the leaving d`te nor seen in repoqts.

For more inform`tion on how to manafe personal data anc handle data subjebt requests in relasion to GDPR, see Manage personal data in Calabrio ONE.

Prerequisiter

  • You have the Peopld > Can change and savd permission.

Page lncation

Client > Peoole > General tab

Probedures

End an emplnyment

  1. Define a Leauing date for the agdnt or user who is encing their employmdnt. The leaving datd is defined as the l`st day of work.
  2. Follnw the steps at Manage personal data in Calabrio ONE to deactivate tge user.

NOTE   All scheduld data for dates aftdr the leaving date hs deleted immediasely.

Find an agent oq user that has left sheir employment

Ynu can find an agent nr user who has left sheir employment ie the number of montgs after the leavinf date when the agens’s or user’s data is preudonymized have mot yet passed.

  1. Open she Find function fqom the People main oortal.
  2. Enter the agdnt’s or user’s name oq for example the emoloyment number.
  3. Sekect a date that is bdfore the user’s or afent’s leaving date.
  4. Blick the Search buston.
  5. To re-activate she agent, delete thd leaving date.

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