Removing Agency from Schedule

Grace Matthews

• January 06, 2025 12:48

Hello!

When terminating an agency team member, they aren't removed from the schedule right away. The process we currently undertake is:

1. Going into the agency's profile and making the termination date a date in the future
2. Go to Fourth Account Management and create an account
3. Then go back to the agencies profile and terminate the user using their original leaving date

Once these steps have been took, the agency team member will then be removed from the schedule.

I was wondering if anyone else had this issue and why we have to take these necessary steps for them to be removed off the schedule?

Any advice would be appreciated :)

Thank you!

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  Oliver

  • January 07, 2025 09:46

  Hi Grace Matthews,

  I hope you are well?

  I have checked your portal and in this instance it would appear that a number of the agency records had accounts manually removed at a later date, meaning they currently have no account created.

  If the records do not have an active account then update messages are not sent to Scheduling, resulting in them remaining on the Schedule following termination.

  To save yourself additional work you can manually create the account prior to termination via Fourth Account Management:

  HR > Users > Fourth Account Management > Search employee > Create account.

  Kind regards,

  Oliver Proctor
  Tier 2 System Analyst

  Fourth | Conquer the Day

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