Saltar al contenido principal

Employee Offboarding

Process for offboarding employees from the platform.

Offboarding Checklist​

Administrative​

  • Set employee end date
  • Revoke system access
  • Disable user account
  • Transfer project ownership
  • Reassign open tasks
  • Close pending timesheets
  • Process final timesheet approval
  • Calculate remaining leave balance

Data & Equipment​

  • Retrieve company equipment
  • Export employee data (GDPR compliance)
  • Archive time logs and screenshots
  • Remove from active teams
  • Update org charts

Process in Gauzy​

1. Set End Date​

PUT /api/employee/:id
{ "endWork": "2025-03-31", "isActive": false }

2. Deactivate Account​

  1. Go to Employees → select employee
  2. Click Edit → set End Date
  3. Toggle Active to off
  4. Employee retains read-only access until account disabled

3. Reassign Tasks​

  1. Go to employee's active tasks
  2. Bulk select open tasks
  3. Reassign to replacement employee

4. Archive Data​

Employee data is preserved (soft delete) for:

  • Historical reports
  • Audit compliance
  • Financial records