SOP - How to Update Employee Timeline & Terminate (archive) a user in Connecteam

Barry Vuong

Barry Vuong

No date
7 steps
1

Download any documents to upload to employee timeline (if applicable)

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2

Navigate to Connecteam in web browser

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3

Click on 'Users' on the left navigation bar

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4

Click on the user that you are trying to update

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5

Click on the 'Timeline' tab to access the employee timeline

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6

Add event in employee's timeline (ex. Termination)

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7

Input event details and upload any attachments as necessary, then click save when complete.

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