Help Centre

Offboard a staff member

Record an exit with its date, type and reason, and reactivate someone who comes back.

Offboarding keeps the person's record (for reports, audits and rehiring) but stops their compliance tracking and reminders.

From the profile

  1. Open the person's profile.
  2. At the top, change Status from Active to Offboarded.
  3. Under Confirm offboarding, set the exit date (it can be in the past), Voluntary or Involuntary, and the reason.
  4. Click Save.

From the Staff page

  1. On the Staff page (card view), drag the person's card from Active Staff into Offboarded.
  2. Set the exit date, reason and voluntary/involuntary. If you have exit-survey questions you can answer them on their behalf here (for example from an exit interview).
  3. Click Confirm offboarding.

The person now shows under Offboarded with the exit date, reason and who offboarded them, and appears on the Offboarding page.

Reactivate someone

Open their profile and change Status back to Active. Their compliance tracking resumes straight away.

Exit reasons

The reasons list is managed in Settings → Resignation / exit reasons.

Note: Only Company Admin, HR Manager and Recruiter can offboard or reactivate staff.

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Last reviewed 2026-10-13.