When a employee is due to leave the company, you can configure a few settings so that their account will be automatically disabled when they leave.

To process a leaver, you need to:

• Enter the leaver's end date into their Compleat account
• Remove the leaver from any approval groups they are part of
• Choose a nominee to deal with any outstanding approvals
• Deactivate the leaver's account

We don't recommend that you entirely delete a user from Compleat. Following the steps below and marking a user as inactive lets you continue to view transactions and audit history, and can prevent potential system issues in the future.

1. Enter the leaver's end date

1. In Admin Home, go to Security, and click User Accounts.
2. Click the user who is leaving, and go to the Advanced Settings tab.
3. Under Access and Login at the top, go to User Account Expires on, and click the calendar to select the user's leaving date.
4. Click Save User.

5. That's the first step done.

   The user's account will automatically be disabled on the date you selected, meaning they won't be able to access Compleat anymore.

   If they try and log in from that date, they'll see this error message:

2. Remove the leaver from approval chains

This will prevent future approvals going to the leaver.

1. Go to the user's Approvals tab.
2. You can see a list of any appoval groups that the leaver was part of.

   Click on each approval group, and remove the leaver.

   Make a note of any approval groups that become empty after you remove the leaver so that you can either add the right users to the groups, or delete the groups and re-route transactions to other approval groups

3. Choose a nominee for outstanding approvals

It's a good idea to choose an approval nominee for the leaver so that any outstanding approvals outside of an approval group get diverted to the nominee rather than the leaver. Outstanding approvals might occur if the leaver was the original requistion owner.

We recommend choosing the system administrator as the nominee.

1. With the leaver's profile open, go to the General Details tab.
2. Select the user to be the approval nominee from the Approval Nominee drop-down.
3. Set a start and end date.

   Make sure the end date is far into the future.

4. Click Save User.
5. You've successfully diverted any outstanding approvals for the leaver to a nominee.

   Nearly there!

4. Deactivate the leaver's account

This is the last step.

Marking the leaver as inactive in compleat will prevent them from logging in.

1. In the user's General Details tab, clear the checkbox next to User Account is Enabled.
2. Click Save User.

That's your leaver taken care of.

You've successfully set your leaver's end date, removed them from any approval groups they were part of, re-routed any outstanding transactions to an approval nominee, and deactivated the leaver's Compleat account. 

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