Archive or Temporarily Inactivate a Person

Looking to delete or remove a single user in uAttend? While you cannot permanently delete employee, supervisor, or administrator profiles to preserve critical punch and profile data, you can update the person's profile status to Archived (Inactive) or Temporarily Inactive. This ensures their records remain retrievable while restricting system access. 

Archiving or temporarily inactivating a user automatically purges biometric data. 

The information in this article applies to accounts using uAttend Payroll. Archiving or temporarily archiving a person will remove them from payroll.

Check out this video or jump to the steps below to find out how!

 

Before Archiving a Person

To avoid issues later, we recommend completing the following steps before changing a user's status:

• Export any reports or data you may need for the person.
• Most reports allow you to include archived or temporarily inactive individuals by adjusting filters, but having the information on hand can be more convenient. 

For Payroll Accounts

• Confirm the final paycheck has been processed. 
• Ensure no pay runs are currently in process. 
• Run a Benefit Detail Report, if needed, to capture benefit hours totals (e.g., for unused PTO payouts).

Once a person is archived, they can no longer receive payroll payments. 

Archiving a Person

You can set a person to Archived (inactive) or Temporarily Inactive either from the People tab or from the person's profile.

To archive or temporarily inactivate a person from the People tab:

1. Log in to the uAttend cloud portal as an administrator or supervisor (with permissions).
2. Click on the People tab.
3. Use the search icon in the upper-right to search for the person (if needed).
4. Select the person using the checkbox next to their name. 
5. Click the Edit Status button in the upper-left and select the intended Status option:
   • Archived - Biometric data is purged (if applicable)
   • Temporarily Inactive - Biometric data is preserved (if applicable)

To set a person to Archived or Temporarily Inactivate in their profile:

1. While in the People tab, click on the person's name. 
2. Click the dropdown menu in the Status field and select the intended Status option:
   • Inactive - (Archived) Biometric data is purged (if applicable)
   • Temporarily Inactive - Biometric data is preserved (if applicable)
3. Click the SAVE button.

After Archiving a Person

• uAttend does not automatically adjust your price plan when users are removed. Have an account administrator review and adjust your price plan as needed.
• Refunds are not granted for "unused" features, devices, users, or services.  See the End User License Agreement.