Terminating an Employee in Meevo

When a person's employment with your business ends, it’s important to update their employee profile by setting their status to Terminated. This blocks the employee’s access to Meevo and prevents others from misusing the profile for unauthorized purposes.

Meevo offers several options for handling employee terminations: you can schedule a termination date for employees who provide notice, or set the termination to take effect immediately for more urgent situations. There are also options for managing future schedules and blocks, updating the Home Location, and deactivating multi-location employee profiles at other locations.

What happens in Meevo when I terminate an employee?

When an employee's termination date passes in Meevo:

  • The employee is terminated and inactivated within that location only. The employee's profile is marked as Inactive and the employee's Meevo login credentials will no longer work at that location. The employee will still be active at other locations if the employee is a "multi-location employee." Since the employee is made inactive, the employee will no longer count towards your number of active user licenses (only active employees count).
  • The employee can no longer be scheduled in Schedule Manager.
  • Future appointments are not impacted. The employee's future appointments remain in the Appointment Book under the employee's column. The employee's column in the Appointment Book will disappear for a given day after you reschedule the day's appointments with other employees.
  • The associated employee membership is also cancelled on the termination day, with the Employee Terminated Cancellation Reason. Accrued services expire on the termination day as well.

Note: If you are terminating a multi-location employee at the employee's Home Location, the employee membership will also be cancelled at the other locations, but only if the employee profile at those locations has the same associated client profile as the Home Location. Otherwise, those memberships remain unchanged.

  • In the Terminate Current Employee window, you have the option to remove or leave the employee's future schedules and future blocks. 

To terminate an employee

  1. Locate and access the employee profile.
  2. On the Main tab, select Edit.
  3. Under Status, select Terminate Employee. The Terminate Current Employee window appears.
  4. Termination Date: On this date at midnight, Meevo executes the termination. If you are selecting the current day, the termination takes effect upon Save.
  5. Inactivate user login at: Select whether to inactivate the employee at the Current location or All locations. The All option is only available if terminating this employee at the Home Location.
  6. Change home location: Changes the employee's Home Location after termination. Select this option to reveal the Change home location drop-down. This option is only available if terminating this employee at the Home Location.
  7. Determine how Meevo should handle future schedules and blocks:
    1. Remove future schedules for this employee: Removes all future schedules from Schedule Manager.
    2. Remove future blocks scheduled for this employee: Removes all of the employee's future blocks from the Appointment Book. Note that Standing Appointments remain in the Appointment Book.
  8. When finished, select Apply. A confirmation message appears.
  9. Select Yes to save your changes.