Deactivating an Employee

Employee record should never be deleted, but rather deactivated for two reasons:

1. If an Employee record is deleted than any reference to that employee (such as the "Created By" and "Updated By" system fields and the Audit Trail) will no longer be able to show the Employee's Login, but rather just a ROW_ID. To avoid this situation of losing referential integrity, Employees should not be deleted.

2. From a functional perspective, employees may leave an organization (or go on extended leave) and then return some time later. By keeping the Employee record, that user can be reactivated and their history of Activities, Accounts, and all other entities will be maintained and available to that user, saving administrative time and effort.

To deactivate an employee

Follow the steps to complete the task:

1. Navigate to the Administration > User screen, then the Employees View.

2. Select the employee that you want to deactivate.

3. Set the User Status value to "Inactive", this will prevent the user from being able to login.

4. Remove the employee's access to the physical database or the external authentication manager (for example, "SSO" or "ldap"). This is not required to block logins to Siebel CRM, but is a good security practice.

   Note: Step number 4 is optional.