To terminate a company, go to Settings> Profile and change the Client Status from 'Active' to 'Terminated'. Terminating a company will inactivate it and prevent HR users and employees from accessing the site. Company data will not be deleted and agency users will still have access to the site.
How do I view terminated/inactive companies?
From your agency Home tab, uncheck the 'active' box above your company drop-down menu to include inactive companies in the list.
Can I reactivate a terminated company at a later date?
Yes, just go back to the company's Settings tab> Profile and switch the Client Status from 'Terminated' back to 'Active'. This will give HR users and employees access to the site again.
Our client is already in the system under their prior agency - can we transfer it to our agency?
No, companies can't be copied and/or transferred from one agency to another. You will need to add the company new under your agency, and the prior broker is responsible for inactivating the company under their agency.