Deactivate User - Create Exit Booking

1. Deactivate User

1.1. Option 1: User's time account is active: Exit Booking
1.2. Option 2: The user does not have a time account

2. Reverse Exit

1. Deactivate User

If an employee leaves your company, you can deactivate the user in timr. Depending on how the user was created, you have two options:
 

1.1. Option 1: User’s time account is active: Exit Booking

If the employee was initialized, meaning the time account is active, an exit booking is required. 
To do this, go to "Time Account" / “All accounts”, select the user, and then click the button “Create Exit Booking”.

In the following window, configure the settings for the employee's exit:

1. Set the resign date (marker 1): The date is automatically stored for the user. The user is deactivated after this date.
2. Mark as paid out (marker 2): Click Payoff if accrued extra hours, overtime, bonuses, or vacation have been paid out.
3. Check the payoff note (marker 3): A corresponding note is inserted automatically.
4. Add an individual note (marker 4): In the notes field, you can add your own note to the exit entry, which is printed on the timesheet.

You can first preview the timesheet. If everything is correct, click “Confirm exit”.

This will create an exit booking and, if specified, a separate payout booking.

In the generated timesheet, the exit date is listed under “Resigned”. In addition, the vacation year will be adjusted.

Tip: The exit booking is essentially the final time account balance. You do not need to close times beforehand.

1.2. Option 2: The user does not have a time account

If the employee was not initialized, you can simply deactivate them under “Administration” / “Users” → “Disable user”. This will make the user account inactive and the employee can no longer log in. The records remain available so you can still evaluate them later.

You can find detailed instructions here under section 4: Add, edit and organize users.
 

2. Reverse Exit

To reverse an exit booking, click on the three blue lines next to the exit booking and select “Undo”. This will also automatically remove the exit date from the user. The payout remains in place but can of course also be reversed.