Editing or Removing Employees

Who this is for

Managers or owner of team accounts.

Mobile app

In this video, I walk you through the process of removing or editing an employee in our mobile app.

I demonstrate how to select an employee, and use the edit button on the top right change their details or remove them.

Currently only the employees themselves can edit their own display name.

It's important to note that even after removal, their tracked times remain accessible to you for compliance reasons. The ex-employee can view their own entries too, however in read-only mode.

I also show how to view entries belonging to ex-employees through the crew tab, by going through the options menu (top right) and selecting ‘View ex-employees’.

Web app

In this video, I walk you through the process of removing users from our web app, specifically from the team tab.

To do this, simply select the team tab, where you can edit user details or remove them using the bin icon.

I demonstrate removing a user, and it's important to note that even after removing, their time sheets will still be accessible.

If you want to view these times, you can do so through the three-dot menu in the time sheet tab.

Video 1 transcript:

0:00 Let's look at how we can remove or edit an employee. So when you go into your app, you've got your crew tab here, and you've got your list of employees.

0:12 You can select someone, let's say I want to remove this guy, Ian. When you go in, you use this button on the top right that lets you edit that user.

0:25 You can change their hourly rate. You can change their, change their role, and here you can just remove them. So we've removed Ian, uhm, now the question is, hey, what happens to their times?

0:39 Where does that go? Uhm, obviously you don't want to lose any of your tracked times, and the way to view X employees is from the crew tab, you use the button up there, the top right options to view the crew tab, show X employees, and that'll bring up your past removed users.

0:58 well, not deleted necessarily, X employees. these two here, these are users that I had, actually removed their account, so we through different compliance reasons, if someone actually deletes their account, we'll need to get rid of their personal information, but because

1:16 they tracked time with your company, their actual time went up. ,will still be,, stored. I mean, this specific user doesn't have any times in this period.

1:27 Let me see if I can demonstrate some of their past times. So this user, they've, like, fully deleted their account.

1:34 we don't have any personally identifiable information from them anymore, but their times are still, , visible. Whereas this other user here, we've got Ian, we just removed him.

1:47 Ian's account isn't deleted, they themselves on their own phone can come and see a record of their past times.

1:56 They can't add anything new because you've removed them from the company. But, they can still, have a read-only access to these times.

2:05 and you can come and view these ex-employee times as well. And if you don't want to see these guys anymore, again, let me three dot option here, top right, hide ex-employees to clean up your list a little bit.

Video 2 transcript:

0:00 All right, so let's look at how to remove users on the web app. here, instead of doing it from the crew or timesheet tab, we would need to go to the team tab.

0:13 So if this is collapsed, you can open the side menu right here, by pressing the top left button up here, to expand the side.

0:20 You can see this is the team tab, with the, the one with the people. And from there, you can either edit, , a user, Thank for your 1 by pressing this button up here.

0:34 You can change their hourly rate, or their role type, or just straight up remove them, using that bin icon. I'm just going to remove Bob here.

0:45 And just like in the mobile app, when you remove a user, their times are still going to be retained. So to view those times, I'll, let's say you're back in the timesheet tab, you would go through this three dot menu top right and view x employees you can see uh, this is the, oh, this one, Bob, Bob Smith

1:08 , that's the one we had. If you go in, you can still view their times, uh, and if you want to stop viewing x employees, uh, again, oh, here we go, you can just hide x employees.