Employee lifecycle
All employees are distributed across three folders. Switch between them using the tabs at the top of the "Team" section.
Employee folders
- Active - normal mode: the employee is visible in the schedule, receives shifts, and is counted in coverage.
- Blocked - system access is revoked. The employee stays in the schedule only in months that already have shifts; empty days after the blocking date are not counted as missed shifts.
- Deleted - the employee is hidden from the schedule. Data and shifts are preserved; they can be restored.
Actions from the ⋯ menu
Open the actions menu (the ⋯ button on a card or row) - available options depend on the current folder:
In the "Active" folder:
- Block - revokes the invitation and organization membership; the employee moves to the "Blocked" folder. Available with the “Invite members” permission.
- Delete - moves the employee to "Deleted". Available with the “Manage employees” permission.
In the "Blocked" folder:
- Unblock - returns the employee to "Active" (membership and invitation must be re-sent via the edit form).
- Delete - moves to "Deleted".
In the "Deleted" folder:
- Restore - returns to "Active".
- Delete permanently - irreversible: deletes the employee and all their shifts. Available with the “Manage organization” permission.
Destructive actions ask for confirmation in a separate dialog.
What "Blocked" means
Blocking closes access to the system but does not remove the employee from the schedule. In months that have existing shifts, they continue to appear with a "Blocked" badge. In new months, the row does not appear. Empty days after the blocking date are not counted as missed shifts - this matters for accurate coverage calculations.
Hide blocked employees
The schedule view settings include a Hide blocked toggle. Turn it on to remove blocked employees' rows from the matrix and keep your screen clear.