Deactivating an Employee

Deactivating an Employee

In some instances, it may be necessary to deactivate an employee and Credential Verification Services provides three options for completing this task. 

Edit Date of Deactivation

One of the ways that a company can deactivate an employee is by entering a Date of Deactivation on the employee's user page. To enter a date of deactivation and render an employee inactive, follow the instructions below: 
  1. Once logged in to your Company Admin account, click Employees from the top, dark gray navigation bar
  2. On the Employees page, click the name of the employee to be taken to their employee information page
  3. Click the Edit Employee button in the top, light gray navigation bar
  4. Enter the date the employee was deactivated in the Date of Deactivation field
  5. Click the Update Employee button in the top, light gray navigation bar
In the event that you are using a password vault service (e.g. Google Password Manager, LastPass, Keeper, etc.), you may find that your email address has populated in the Date of Deactivation field. Your password may have also populated in the password field which you can display by clicking Show More Fields under Employee Account Details. Make sure you remove these data prior to updating your employee. 

Deactivate Employees Using Batch Actions

Another way that you can deactivate an employee, or a way that you can deactivate multiple employees at one time, is using batch actions. To deactivate using batch actions, follow the instructions below:
  1. Once logged in to your Company Admin account, click Employees from the top, dark gray navigation bar
  2. On the Employees page, click the check box before the employee's name to select the employee(s) to be deactivated
  3. Click Batch Actions above the employees table to open the Batch Actions menu
  4. Click Deactivate Selected 
  5. Click 'OK' in the dialog box if you would like to continue the deactivation process 
After clicking OK, the system may take 30 to 60 seconds to deactivate the selected employees. Once deactivation is complete, the page will refresh and display the new Inactive status. 

Deactivate Employees Using Import

The final way to deactivate an employee is using the import feature. To deactivate your employees using the import feature, follow the instructions below: 
  1. After logging into your Company Admin account, navigate to the Company page via the Company tab in the top, dark gray navigation bar
  2. Once on the Company page, click the Import button in the top, light gray navigation bar
  3. To update employees, you will be uploading a CSV of your employee data to the Employees File
    1. CVS offers a Sample Employees Spreadsheet Template that each company may download and use to format their data 
      1. This spreadsheet must include the following: 
        1. First Name
        2. Last Name
        3. Employee ID Number
  4. To deactivate the employee(s), type INACTIVE in the STATUS field
  5. After clicking Choose File, select your CSV from the file explorer box
    1. If you've successfully chosen a file from the file explorer, the name of the file will appear next to the Choose File button
  6. Select Update from the Action (Req'd) options
  7. Click Submit at the bottom of the Import page
  8. Review information on the Import Preview page and click Submit

Have Questions?

If you have any questions, please reach out to your Technical Support Representative at cvs@instantcard.net. We are always thrilled to help! 

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