ToolsOffboarding
Dismiss an employee in one action: their companies are split evenly between the receivers you pick, chats move to the first of them, mailboxes are muted, and the employee and their login are deactivated. Contacts and deals are left untouched.
- Employee
- Ryan
- Who gets the companies
- Emma, Olivia
- Companies are split equally between the people you choose.
- Companies to move42
- Mailboxes to mute1
- Hand over chat ownership3
- Employee will be deactivated✓
- Emma+21 companies
- Olivia+21 companies
- RyanAccess closed, mailbox muted
Dismiss an employee in one action. Pick the employee and the receivers — colleagues from their department are suggested by default, and the companies are split evenly among them. The chats they owned pass to the first receiver, their mailboxes are turned off, and the employee and their login are deactivated. Before confirming you see how much of everything will move; it all goes into the history.
On a dismissal, clients are handed over by hand: companies, chats and access are scattered, some are forgotten, and the dismissed person can still log in for a while.
Confirm once — and everything the dismissed person held passes to colleagues: companies split evenly among the receivers, their chats to a receiver, mail muted, login closed.
What you get
- The dismissed person's companies are split evenly among the chosen receivers
- The chats they owned are handed to the first receiver
- Mailboxes are turned off, login to the system is closed
- A preview before confirming: how many companies and chats will move
- All in one operation, with a record in the history
How to connect
- 1Enable the appFree, in the Marketplace. Setup is in Settings → Offboarding.
- 2Decide about mailIn the app settings, keep or clear “Mute the dismissed employee’s mailboxes”. Receivers are chosen at each dismissal.
- 3Dismiss in one stepOpen Settings → Offboarding, or on the employee's card click “Dismiss and reassign companies”. Check the receivers and the preview, then click “Dismiss”.
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