What are the best practices when an employee leaves the company?

When an employee leaves your company, it's best practice to deactivate the employee's user account. Inactivating the user's account prevents the user from being able to sign in to the application. After you inactivate a user account, you must end date the resource.

When resources are end dated, the resource is removed from all organizations in the deploying company, and no new work objects can be assigned to them. This also removes the resource from the organization hierarchy. The employee associated with the resource isn't impacted. All non-transactional business objects such as accounts and contacts are orphaned until you assign an owner. We recommend that you transfer all the assigned and owned entities or records to another active resource.

In addition, user accounts are suspended automatically when a user has no roles. Security specialists can inactivate a user account manually, if necessary. After a user account is suspended, the user no longer has access to Sales objects like leads and opportunities.

See the related topics for more information.