By default, when an employee leaves, there are no actions that occur automatically for any time off or expenses linked to a leaver to be archived. As a result, this will still be visible in their respective modules.
The option to archive time off, training, mileage, expenses, and/or time tracking records when an employee leaves, can be found by going to:
Administration > Company > Settings > Company Settings
Under the General Settings section, there is an option named "Auto Archive Leaver Data". Here, you can choose which datasets you would like this to impact.
Please Note - Once records have been auto-archived, there is no automated way to unarchive these.
These datasets will no longer be visible in their respective modules. These actions purely move the data from the main list to help tidy up live data. Be cautious of this when reviewing expenses, for example, in case an expense is missed due to an employee leaving.
The records are still accessible in the archived areas for each module and in reporting as well. This action purely moves the data from the main list to help tidy up live data.
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