Beyond - How to Deactivate and Reactivate Employee Records

Deactivate vs Delete

For data integrity purposes, Beyond does not allow you to truly "delete" employee records from the system. Instead, you are able to deactivate employee records. Deactivating a record will ensure that it does not show up in your every day searches and reports.

How to Deactivate Employee Records

Begin by navigating to the visifile of the employee record you wish to deactivate. The 'activation' charm in the charms section of the employee record indicates whether the record is active or inactive. If the 'activation' charm is green, the record is active. 

In the 'Messages' card, select the '+ ADD' button to open the 'Compose Message' wizard:

Choose an  action code that starts with "deact" and fits the reason as to why you are deactivating the employee's record. You may also expand on this by entering more information into the body of your message.
*Note* You may customize the list of message action codes that display in this drop-down menu. Your list might look different from the below example:

*Note* If the employee currently has an open assignment, the assignment must be ended prior to logging the "deact" message.


What happens when a deactivation message is submitted?

The activation charm status will change to inactive and grey.


The 'Deactivation Date' field will be populated in the hiring card of the employee records  'DETAILS'  tab:

The employee, Ray Croc in this example, will be listed as inactive in search results:


*Note* You may not assign an inactive employee. When attempting to assign an inactive employee to an order, a hard stop assignment restriction will prevent you from completing the process. Before you are able to proceed with creating the assignment record, you will need to reactivate the employee record. 

How to Reactivate an Employee Record

To reactivate an employee record simply follow the same steps taken to deactivate the record. 

Begin by navigating to the visifile of the employee record you wish to reactivate.

In the 'Messages' card, select the '+ ADD' button to open the 'Compose Message' wizard:

This time, choose an action code that starts with "react" and fits the reason as to why you are reactivating the employee's record. You may also expand on this by entering more information into the body of your message:

What happens when a reactivation message is submitted?

The 'activation' charm status will change to active and green.

The 'Activation date' field will be repopulated in the hiring card of the employee record's  'DETAILS'  tab:

*Note* This field will display the most recent activation date in the system including reactivation.

The employee, Ray Croc in this example, will be listed as active in search results.

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