Manage Employee Status and Lifecycle

The Employees page shows staff lifecycle status and gives managers quick controls for active and frozen staff records.

Employee status options

• Active: the employee is active in the agency record.
• Pending invite: the employee has been invited but has not accepted the invitation.
• Inactive: the employee is not active.
• Frozen / suspended: the employee is suspended. The directory badge shows Frozen.

Directory controls

For active employees, the directory shows Freeze. For non-active employees, it shows Activate. The delete button removes the employee record.

Lifecycle recommendations

• Use pending invite while waiting for the employee to accept dashboard access.
• Use frozen or inactive when a team member should not be treated as active staff.
• Review role permissions before activating an employee after a responsibility change.
• Use internal HR notes for operational context, not passwords or private payment data.

Team Access follow-up

If a staff member has an employee record but cannot log in, check whether a Team Access invite was sent and accepted. Employee records and login accounts are related, but they are not the same object.