When an employee leaves the agency, do not delete or archive them—instead, mark them as “Inactive” to ensure they no longer have database access.
Key Points
- The only status options are “Active” or “Inactive.”
- Automatic Inactivation:
- “Inactive – Account Deactivation” occurs when a staff member does not log in for a set period.
- “Inactive – Logon Failure” happens after multiple failed login attempts, temporarily locking the account before reactivating it.
- To hide inactive employees from your active staff list, apply the filter “Status = Active” in Managed Staff and save it as your default view.
- Only delete or archive duplicate records or clear errors.
- Deleting certain roles, such as HUD Housing Counselors, may impact reports like 9902.
- In some cases, you may need to reactivate an employee.