Deactivate Staff

Deactivate Staff

Deactivating staff members within SmartCare is a simple process that should be carried out when a staff member is no longer working for your agency. Since staff members cannot be permanently deleted from the system. To deactivate a staff member, follow the instructions below:


1. Navigate to the Staff Management page through either the quicklink on the main page or Menu>Staff>Staff Management.
2. Click the profile picture of the staff member you want to deactivate.
3. In the staff member’s profile, click on the Priority Info section to expand it.
4. Scroll down to the section labeled Status. There will be a yellow pencil icon next to the Status bar. Click the pencil icon on the Status bar to edit the status of the staff member.

5. A message appears asking if you want to deactivate the staff member. If so, click Confirm. This action will deactivate the staff member.

6. Once deactivated, you will get a pop up giving you a success message. This pop will also remind you to update the appropriate Employment Date record below. 

7. To update the Employment Dates, click the Caregivers section in the staff member's profile. Select the Create Employment Period option to the right of the Employment Dates field. 

8. The Hire Date will carry over from when the staff member was registered in the system. Enter a Termination Date, click Save when complete.

9. Now the staff member is deactivated. 
NOTE: The system does not delete a deactivated staff member. You can still access their information and profile within the Inactive Staff section.

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