When creating a user account, you can set a start date to show when the user joined the company and an end date for when they leave.
Users will appear on compliance reports once their start date has passed. Start dates are also used in reporting rules to calculate when a training completion period begins.
Manage start dates
Sign in to the Admin Tool.
Select Employees.
Search the name of the user and click on it when it appears.
In the Start Date box, enter the required date.
Click Save.
Manage end dates
Setting an end date removes the user from stats and reports once the date has passed, but it does not deactivate their account. The user will remain visible in your staff list with a tick next to their name and will still be able to log in.
⚠️ Important: If you want to prevent a user from logging in, you must deactivate their account separately. Adding an end date alone will not do this. See Remove users for steps on how to deactivate an account.
Sign in to the Admin Tool.
Select Employees.
Search the name of the user and click it when it appears.
In the End Date box, enter the required date.
Click Save.
📌Note: Allow 2 hours for the system to update and sync with the reports