How to terminate a Manager

Terminate a manager, reassign subordinates

Log in as an Admin and access the directory to find the Manager's profile.

Navigate to the "Terms of Employment" section in the Manager's profile.

If the termination date is immediate, change the account status to "Terminated" and submit the update.

If the termination date is in the future, select the appropriate end date and submit the changes.

All subordinates will need to be reassigned to be able to terminate the manager. 

After submitting the termination date, a pop-up will appear if the Manager has subordinates. In the pop-up, select either the primary administrator or another manager from the dropdown list. The admin/manager selected will automatically become the new manager for the  subordinates after the termination is processed.

Alternatively, you can reassign the subordinates individually.

Under the Employee section in reports, you can view the list of Managers' Subordinates, which can be filtered by employee or manager.

Managers Subordinates are listed and can be filtered by employee or by manager.

You also have the option to download the Directory Export and search for the manager's name in columns M-Q to see who is reporting to them.





To reassign the subordinates, you will need to go to their directory and change who they report to.

Ensure that all of the Manager's subordinates are successfully reassigned to new supervisors before proceeding with the termination.

If the Manager has no subordinates, the pop-up when terminating will not appear, and you can directly proceed with the termination.