For Managers: Offboarding employees
Steps to remove employees from the platform.
Use the interactive walkthrough above, or follow these steps:
- Navigate to the employees page in the left-hand navigation pane
- Click the employee's row to access their details
- Select the Team/Department dropdown field
- Choose the Archive/Delete team
- 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.comSubject: 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]