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FAQ: Steps to take in Inspire when an Employee leaves.

When an employee leaves your organization, there are several steps to take in Inspire to limit access.

  • Step 1: If the employee has any recognition points to redeem, please have them redeem all points before their last day. 

Note: Not all organizations utilize points with Recognition. If your organizations doesn't use points with Inspire's Recognition module- disregard this step. 

  • Step 2: If the employee is the owner of any Team Objectives. Have them reassign ownership to another employee before their last day. 
  • Step 3: If there are any Key Results linked either by the employee or their teammates, ensure that all key results are un-linked before their last day. 
  • Step 4: Once all Ownership and Key Results are resolved- Admins are able to Archive the user in the Administration module. 

Navigate to Administration- OrgManagement- Users- Click the pencil icon to edit. 

  • Select Delete or Archive

  • Select Archive

  • Enter the Effective Archive Date
  • Type: ARCHIVE (All CAPS)
  • Select -I understand, archive this user! 

Note: If the employee has data in Inspire- it is best practice to Archive vs. Delete. If you delete- all the information stored in Inspire will be deleted. 

Note: If your organization utilizes Inspire's SFTP option- Users will be auto archived once the new file is received by Inspire. This step is only for Organizations using the manual Add/Edit Users Option. 

If you have any questions about Deleting or Archiving users, please reach out to support@inspiresoftware.com.