Remove a staff member (branch level)

Overview

This article guides you through the process of removing a Staff member's access to Clubware.
The article is divided into the following twelve topics:

Prerequisites
   Role
   Scope
   Removing roles
Use case
Navigation
   Organisation level
   Branch level
Deactivate a staff member
   Remove a staff member from a staff member list
   Remove a staff member's role
   Remove a staff member's booking capability

 

Prerequisites

Role

Your Role must have the Manage staff member Permission.
Preset Roles that have this Permission are:

• Admin
• Master Franchiser
• Franchisee
• Branch Manager

 

Scope

To deactivate a Staff member, you must have one of the above Roles within all of the Branches the Staff member has a Role in. i.e. If a Staff member has a Role in Branch A, B and C, but you only have an Admin, Master Franchiser, Franchisee, or Branch Manager Role in Branch A and B, you will not be able to deactivate the Staff member.

 

Removing roles

To remove a Staff member's Role, your Role must contain the Assign role permission for that Role.
Preset Roles have the following Assign role permissions:

	Admin	Master Franchiser	Franchisee	Branch Manager	Receptionist	Personal Trainer (PT)
Assign role Admin
Assign role Master Franchiser
Assign role Franchisee
Assign role Branch Manager
Assign role Receptionist
Assign role PT

 

For more information on Roles, click here.
For more information on Permissions, click here.

 

Use case

There are several reasons you would deactivate a Staff member:

1. The Staff member has left the company

2. The Staff member has changed Branches

3. The Staff member has changed Roles within the company

 

Navigation

A Staff member's access to Clubware can be removed at either Organisation level or Branch level.

Organisation level enables you to:

• remove Roles in any Branch
• remove a Staff member from any Staff member list

Branch level enables you to:

• remove Roles in the specified Branch only
• remove a Staff member from a Staff member list in the specified Branch only

Both Branch level and Organisation level enables you to:

• deactivate a Staff member
• remove a Staff member's Booking capability
• remove a Staff member's Access card

For more information on how to remove a Staff member's Access card, click here.

 

Organisation level

For information on how to remove a Staff member's access to Clubware at Organisation level, click here
If you are unable to click on the above link, please contact your Head office to make Staff member changes at Organisation level.

 

Branch level

To remove a Staff member's access to Clubware at Branch level:
Navigate to Branch level (blue menu)
Select a Branch (optional)

Click on Staff

 

Deactivate a staff member

It is not possible to remove a Staff member from Clubware entirely. You can, however, deactivate a Staff member. Deactivated Staff members appear in the Staff member lists with a tag.

Note: Once deactivated, a Staff member cannot be activated again.

Once deactivated, a Staff member:

• cannot log in to Clubware
• does not have any Role in any Branch
• cannot be Booked to take Class sessions or Personal Training sessions
• cannot use their Staff member Access card to gain entry to the facility

To deactivate a Staff member:

		Select the Staff member you wish to deactivate
		Click Remove next to all Access card numbers allocated to them
		Click on the three vertical dots (top right-hand side of the Edit button)
		Select Deactivate
		Select OK to confirm the action
		The Staff member will now display a deactivated Tag

 

Remove a Staff member from a staff member list

In some circumstances, it may not be appropriate to display a Staff member in a Staff member list.
e.g. A contracted Personal trainer or a Head office Staff member.

Note: This will remove the capability of modifying the Staff member at Branch level. The Staff member can still be modified at Organisation level.

To remove a Staff member from a Staff member list:

		Select the Staff member from the Staff member list
		Click Edit within the Staff member Overview section
		Locate the Staff member's Branch(es) / Branch group(s) displayed below the Works for drop-down box Note: You will only see the Roles for the current Branch you are logged into.
		Click X to the right of the Branch to remove it from your selection

 

Remove a staff member's role

To remove a Staff member's Role:

		Select the Staff member from the Staff member list
		Click Edit in the Security groups panel (top right-hand side)
		Click Remove next to the Role you want removed from your Staff member
		Click Save

 

Remove a staff member's booking capability

To disable a Staff member being Booked as an Instructor for Class sessions or Personal Training sessions:

 

Select the Staff member from the Staff member list

 

Click Edit within the Staff member Overview section (top right-hand side)

 

Turn off Available for sessions

		Turn on if the Staff member needs to be Booked as an Instructor for Class sessions or Personal Training sessions
		Turn off to disable them from being Booked as an Instructor for Class sessions or Personal Training sessions

 

Click Update

The Staff member will no longer appear in any Instructor lists for Class sessions or Personal Training sessions