When Employees Leave The Agency

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.