Customizing Retirement Reasons
Customization allows you to align team members' retirement reasons with your organization's specific criteria, such as performance, tenure, or other factors. When a team member is moved to the "Retired" status, their access is also removed, providing a clear and accurate reflection of their retirement status. Member retired reasons configured at the organization account level will automatically apply to any linked team accounts.
🔑ACCESS LEVEL REQUIRED: Owner for team accounts, and organization account access for org accounts
- Go to Team Settings or Organization Settings
- Scroll to Modules click on Members
- Type in Retirement Reason and click Add New
- Continue to Add New until you have listed all of the valid Retirement Reasons
- To update existing Retirement Reasons click on Edit next to the reason you are updating
- Click Save Changes on the bottom right of the screen
- You can now Change your Member's Status
