If a user is planning to leave or leaves your company, you can schedule the user's leaving date or enter the date they left in ExpenseIn.
Marking a user as a leaver will ensure they no longer have access to their ExpenseIn account after their leave date.
Note: If you're scheduling a user as a leaver, please first ensure that you remove them from:
Approval flows if they're set up as an approver.
PA Assist if they're set up as a Personal Assistant (PA).
How to schedule a user as leaving
Follow the steps below to set a user's leaving date:
1. Click the Account Name > Admin.
2. By default, you'll be taken to the Users page in the User Management section.
3. Find the user you wish to schedule as a leaver by using the Filter options available.
4. Click the Edit icon, to the right of the user.
Note: You can also click the three dots icon and select Edit from the drop-down.
5. In the Edit User window, go to the Employment tab.
6. Click on the calendar icon to select their leave date; or enter the date manually.
7. Click Update.
When a leave date is scheduled, a yellow clock icon appears next to their user record.
When the leave date is met, the user will be removed from the active user profile list.
How to view users who have left
User the Filter Include Leavers to view all users, including those who have left.
The red clock icon appears for users who are marked as left and who no longer have access to their ExpenseIn account.