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Closing an Employee Account

Permanently close an employee's account when they leave the organization.

Before You Close​

caution

This action cannot be undone. Closing an account will:

  • Permanently deactivate the employee's access
  • Remove all their PEP Coin balances
  • Revoke portal login access

How to Close an Employee Account​

Step 1: Go to Employees​

From the sidebar, click Employees.

Emp

Step 2: Select the Employee​

Click on the employee whose account you want to close.

Emp

Step 3: Go to Settings Tab​

Click the Settings tab on the employee's profile.

Step 4: Find the Danger Zone​

Scroll down to the Danger Zone section.

Emp

You'll see the option: Close this employee

Step 5: First Confirmation​

Click Close this employee. A warning popup appears:

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The warning shows:

  • "This action cannot be undone"
  • "This will permanently close the employee"
  • Current PEP Coin balance for each perk (these will be removed)

Click Confirm to proceed.

Step 6: Final Confirmation​

A final confirmation popup appears.

Emp

To complete the closure:

  1. Type the employee's full name in the confirmation field
  2. Click the Close [Employee Name] account button

After Closing​

Once closed, the employee's profile shows:

Status Change​

The status in the profile header changes to Closed.

Emp

Settings Page​

The Settings page displays:

Account Closed

Employee access has been revoked and account is no longer active.

Quick Summary​

StepAction
1Go to Employees → Select employee
2Click Settings tab
3Find Danger Zone → Click "Close this employee"
4Confirm the first warning
5Type employee's full name → Click Close button
note

If an employee is leaving temporarily (e.g., on leave), consider pausing their perks instead of closing their account.