Terminating an Employee in Meevo
What happens in Meevo when I terminate an employee?
When an employee's termination date passes in Meevo:
- The employee is terminated and inactivated. The employee's profile is marked as Inactive and the employee's Meevo login credentials will no longer work. 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.
- 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
- Locate and access the employee profile.
- On the Main tab, select Edit.
- Under Status, select Terminate Employee. The Terminate Current Employee window appears.
- Termination Date: On this date at midnight, Meevo executes the termination. If you are selecting the current day, the termination takes effect upon Save.
- Determine how Meevo should handle future schedules and blocks:
- Remove future schedules for this employee: Removes all future schedules from Schedule Manager.
- 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.
- When finished, select Apply. A confirmation message appears.
- Select Yes to save your changes.