Inactivation of Consultant (Manual & Bulk)

Created by Mohammed Saqib, Modified on Sat, 16 Aug at 1:34 PM by Mohammed Saqib

This option is used to mark a consultant as inactive when they are no longer engaged with the organization. Once inactivated, the consultant will not appear in active lists, workflows, or new assignments, but their records remain stored in the system for future reference and compliance.

Before we go ahead with inactivation it is important to create the relevant Employee Status at the Master level

Kindly Note: Ignore the below steps of Creation of Employment Status at Master level if the relevant status already exists

Creation of Employee Status at Master Level

Login as an Administrator/HR
Click on Settings

Click on Master

Click on Employment status

Here enter the Employment status (In this case Inactive) and then select the Title type as shown below:

Once all the configurations and details have been completed click on save

Now, Below are the steps user can Inactivate the Consultant (Manual & Bulk) in the portal:

Inactivation of Consultant (Manual Process)

Login as an Administrator/HR
Click on Consultant
Filter out the consultant/ Select the relevant Consultant

Once filtered, Scroll down and Click on Load Employee List

Click on Consultant and the Click on HR Details as shown below

Here you will be finding the Employee Status option as inactive which you can select and then fill out necessary details such as Resignation Date, Last working date and remarks and then click on save

Once clicked on save the Employment status for the relevant Consultant/Employee will be appearing on inactive and the Employee will no longer be appearing in the Active Consultant List as shown below

Inactivation of Consultant (Bulk Process)

Login as an Administrator/HR
Click on Consultant

Click on the below import icon

Select the Consultant Details Import option as shown below

Click on Consultant Update Details option and download the Excel Template

Here Copy the relevant fields such as Employment Status and other relevant fields such as Resignation Date, Last working Day from the instruction sheet as shown below

Then add these details in the Consultant details update section below and then on save the Template

Come back to the Consultant Update Details section
Click on Upload Selected File and upload the Latest Template

Then Click on Import once the Validation is successful and there are no errors

Once the Import the Details will be saved Successfully status will appear and the Consultants will be inactive and will be no longer appearing in the active consultants sheet

Need Help?

If you have any doubts or need further assistance regarding client creation or any other feature, feel free to reach out to our support team at support@staffinggo.in. We’re here to help you!