How to deactivate a user in Lattice
Admins can archive a user from Lattice. Deactivating a user will store their data but ensure they no longer have access to Lattice.
Before you start
- If your account is integrated with an HRIS, you will need to deactivate the employee within the HRIS. Upon the next sync, Lattice will deactivate the user within the platform.
- If ADP has been integrated, export the employee CSV, update the employee's status to "terminated," and re-upload the CSV. Learn more in Mass Updating Employees by CSV.
Deactivate a user
Deactivate a user
- Navigate to Admin > Organization > People > Employees.
- Search for the employee using the search bar.
- Within the employee row, navigate to ellipsis (...) > Deactivate user.
After deactivating
When deactivating a user, the following occurs:
- The user will be moved to the Deactivated tab within the Employees page
- The user will be removed as a department head (if applicable)
- The user will be removed as a direct report of their manager (if applicable)
- The user will be removed as a manager of their direct reports (if applicable)
- The user will be removed from all teams.
- 1:1 relationships will be marked as inactive, but the agendas and notes will be accessible for any user that had a 1:1 with the deactivated user.
- If the user is the sole owner of a goal, the goal will automatically end and be given incomplete status. Learn more in Understanding Goal Progress and Statuses.
- Updates submitted and Feedback given to the deactivated employee will be visible to the manager on the My team page.
- Tracks and Growth areas will no longer be visible.