Requirements
Authorization as HR-Manager or Admin
Deactivate employees (automatically)
1. Go to "Employees" and click on the 3-dot button for the employee to be deactivated.
2. A pop-up opens and all authorizations, responsibilities in open steps and open ratings as well as contact roles of the person are displayed. Before deactivation, all open Tasks and Responsibilities must be transferred or completed.
3. After deactivation, the user is displayed accordingly in the overview.
All persons who are newly Responsible or have been assigned a new role will be informed of this by e-mail
4. Reactivation would be possible again via the 3-point button.
Manual handover
If certain tasks or responsibilities are to be handed over to several different persons, the handover must be carried out manually. For each job, dossier, process step or open rating, you can decide to which person it should be handed over. The easiest way to transfer manually is to use filters in the respective overview lists. You will therefore find the various filter settings below.
Go through all the following points and finally you only need to deactivate the desired employee in the employees area.
Jobs - Recruiter rights & advertisement contact person
To assign vacancies to different employees, proceed as follows:
1. filter all vacancies in the job overview for which the departing employee has authorisations. If you hover over the "online publication" icon, you can already see whether the person is also stored as an advertisement contact person.
2. Then open the detailed settings for the relevant positions using the ‘Settings’ button on the far right.
3. Go to the ‘Advertisements’ section and select the person you want to be responsible for application receipt and who should also be displayed as the contact person in the advertisement.
4. Then go to the ‘Permissions’ section and remove the rights of the employee to be deactivated.
Dossiers - Responsible person
To transfer open process steps in dossiers to different employees, proceed as follows:
1. Filter the dossier overview for open steps for which the departing employee is responsible.
2. Open the respective dossier and transfer responsibility for the step to the successor.
Dossiers – Person responsible
To transfer the executing person for open process steps to different employees, proceed as follows:
1. In the dossier overview, filter the open steps by the person responsible (this is not displayed in the overview).
2. Open the relevant dossier and transfer the role of the person responsible for the step to the successor.
3. Would you like to send a calendar invitation via Dualoo to the new person who is now listed as the executing person for the task? Then click on the 3-dot button and then on ‘Notify employees’.
4. If you would also like to send your candidates an update about a new executing person, click on Send email. If you use placeholders for the executing person in your templates, the new name will be inserted automatically.
Appraisals – rater
1. Filter all open appraisals for the departing employees.
2. Open the respective open rating and delete it using the three-dot button.
3. If the evaluation is to be carried out by the successor, add this user.
Deactivate employees
Have you completed all the manual steps for transferring jobs, responsibilities and evaluations? Then you can now deactivate the user.
All you have to do is define which successor the email should be forwarded to, if any, and which should still be sent to the deactivated person.
Reactivating employees
To reactivate a previously deactivated employee, proceed as follows:
Open the employee overview and tick the box next to ‘Show deactivated employees’ in the filter.
Find the person in question in the list and click on the three dots to the right of their name.
Select the option ‘Reactivate’.
Confirm the reactivation in the dialogue box that appears.
5. The employee receives the following email:
