Offboard a worker

Admins and Owners can offboard a worker with a lower role. Use this when someone leaves the company. Offboarding removes their access immediately when you submit it, even though the form also asks for a last working date.

Complete offboarding

1. Open User Management and find the worker.
2. Select Offboard User from their action menu.
3. Read the information about what will be removed and retained.
4. Enter the Last working date.
5. Type the confirmation phrase shown and select Offboard.

The last working date is used for the holiday calculation. Pending requests and approved holidays starting after that date are denied as part of offboarding. Past attendance and historical holiday records are retained.

If this is the worker’s only company in Clockwork, their emergency details, qualification cards, PIN and sign-in credentials are removed. If they still belong to another company, shared account details remain for that membership.

The action cannot be undone from the confirmation window. You can add the worker again if they return, but removed personal details may need to be supplied again.

Staff subscribed to User offboarded receive an email, including the holiday information calculated for the departure. See notifications to choose recipients.