Mark as Inactive – Employee Application Management

access level payroll advisor (full access), enrollment specialist (full access), manager (full access) module leads lead card, payroll payroll card the mark as inactive action helps you manage employee applications that are no longer valid or needed this feature prevents unnecessary processing by automatically removing related tasks from the data dashboard benefits of using this feature keeps your employee records organized and up to date prevents accidental processing of withdrawn applications maintains a historical record while stopping further workflow actions simplifies management of duplicate or incorrect applications when to use this feature use the mark as inactive feature when an employee withdraws their application before processing you discover a duplicate application has been submitted an application contains significant errors and needs to be resubmitted a customer decides not to proceed with a particular hire accessing the feature you can mark an employee as inactive using either of the following methods method 1 from the lead card open the customer's lead card navigate to the enrollment tab select the employees subtab select the actions button next to the employee choose mark as inactive method 2 from the payroll dashboard go to the payroll dashboard select the customer's payroll card navigate to the employees tab select the janus employee applications subtab use the actions dropdown next to the employee record select mark as inactive what happens when you mark an employee as inactive when you mark an employee as inactive, two important system changes occur 1\ application status update ✅ success the employee's application status is automatically changed to inactive 2\ task removal 🔄 automated any related employee onboarding tasks in the data dashboard are automatically removed to prevent unintentional processing important considerations 📌 tip this feature is particularly helpful for withdrawn, incorrect, or duplicate employee applications the inactive employee record is still retained in the system but excluded from further onboarding workflows only users with the appropriate permissions will see the mark as inactive option this action affects only the application status, not the employee's employment status if already hired troubleshooting & escalation common issues mark as inactive option not visible symptoms cannot find the option in actions menu possible causes insufficient user permissions employee already marked inactive application already processed wrong view selected resolution steps verify user has appropriate role check current application status confirm application not completed navigate to correct tab/view status not updating symptoms employee still shows as active after marking inactive possible causes system processing delay browser cache issue database sync problem action didn't complete resolution steps wait 2 3 minutes for update refresh browser page clear browser cache retry the action data dashboard task still visible symptoms employee onboarding task remains after marking inactive possible causes task already in progress system removal delay different employee record permission conflict resolution steps check task status in data dashboard wait 5 minutes for removal verify correct employee selected contact team lead if persists when to retry vs escalate retry these actions 🔄 page refresh after marking inactive 🔄 clear browser cache 🔄 try alternate access method 🔄 wait for system sync escalate immediately for 🚨 cannot access actions menu 🚨 multiple employees affected 🚨 status changes reverting 🚨 system error messages escalation process level 1 team lead/manager permission verification bulk inactive requests status override needs workflow exceptions level 2 it help desk system functionality issues database sync problems access errors feature not working how to submit an it help desk ticket 📌 tip see how to submit a support ticket for detailed instructions quick reference navigate to help in the navigation bar select it help desk include employee name, customer name, action attempted screenshot the actions menu note current application status alternative actions if marking as inactive isn't appropriate, consider process re hire for returning employees send separation notice for employed individuals leaving update application for correcting information archive for historical record keeping next steps after marking an employee as inactive employee onboarding submit new applications data dashboard overview verify task removal employees tab manage active employees 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels