Topic
Best practice when staff members leave your organisation and new staff members need to be added.
Instructions
- Tradify bills in arrears, and pro-rata, so you only pay for the days a staff member is active
- On the day a staff member leaves your organisation, transfer any future appointments to another staff member and then make their staff member inactive - You can always reactivate if you need to. This step is highly recommended from a security/data privacy point of view
- When a new staff member starts, create a brand new staff member for them.
Additional Information
See this help article for more information on staff members: Creating New Staff Member Users in Tradify
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