What to do When a Staff Member Leaves the Organization
This article explains the steps Administrators and Managers can take in SureImpact when a staff member leaves the organization.
Turnover can disrupt your staff’s ability to serve individuals and families who rely on you. SureImpact was designed to make this transition as smooth as possible. The Client History tab in each client’s record provides a snapshot of all interactions with a client and the staff member who provided them.
When a staff member leaves the organization, complete the following:
- Assign the clients to the new staff member who will be responsible for them
- Unassign the clients from the staff member who is leaving the organization.
- Once the former staff member has zero clients assigned to them, mark them as inactive so they can’t access SureImpact anymore.