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How to Deactivate a Staff Member Who Resigns

Reassign a supervisor's cases, record when and why the staff member left, and deactivate the account.

When a staff member leaves your agency, deactivate the account to remove access to CasaManager, even when the person left in good standing.

Before you start

  • Only an Admin can deactivate an account. Admins can't deactivate themselves, so each office should have two staff as Admin.
  • Supervisors and managers come first. If the staff member is a supervisor or manager, reassign all of their cases and volunteers to an active supervisor before you deactivate their account.

How to resign a staff member

  1. Go to Staff and find the staff member who is leaving.
  2. If they're a supervisor or manager, open their Caseload tab and choose their name in the Supervisor filter. If not, skip to step 4.
  3. Open the action menu and select Reassign Cases. In the Supervisor Reassignment window, click each case under Cases to Reassign, or click Select All if every case is going to the same supervisor. Under Select New Supervisor, click the supervisor who is taking over (use the search box to find them), then select Submit.
  4. Go back to the staff member's Personal tab.
  5. Fill in Date Left Agency and choose a Left Reason.
  6. Go to the Staff Login Info tab.
  7. Click the green Active button.
  8. When asked "Deactivate this account?" select Yes.
  9. The account is deactivated, and the staff member can no longer log in.

Important: Reassigning moves both the cases and the volunteers assigned to them to the new supervisor. If the caseload is being split between supervisors, repeat step 3 for each new supervisor.

Tip: Don't see the right reason in step 5? Select ~Edit Value List~ to add it. If your access is limited, ask an administrator to add it for you.

Good to know

  • Open cases block deactivation. If a supervisor still has open cases when you try to deactivate their account, CasaManager shows a message letting you know. Reassign their cases first (step 3), then try again.
  • Guidance on the tab. The Staff Login Info tab includes "How to Deactivate a Staff person" as a quick reminder.