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For Managers: Offboarding employees

Steps to remove employees from the platform.

 

Use the interactive walkthrough above, or follow these steps:

  1. Navigate to the employees page in the left-hand navigation pane
  2. Click the employee's row to access their details
  3. Select the Team/Department dropdown field
  4. Choose the Archive/Delete team
  5. Send an email to customersuccess@withyouwithme.com and your account manager will remove them for you.

Tip: To help you out, copy and paste this into the email and edit for yourself!

To: customersuccess@withyouwithme.com

Subject: Request: Remove users from [Company Name] Potential org

Content: To WYWM Account Manager, 

Employee(s) have been added to the Archive/Delete team in [company name]. They can now be removed from the system.

[Your name]