How do you proceed before terminating an employee in Profit.co?

Profit.co allows you to terminate the employment of individuals and facilitates re-assigning the OKRs and Tasks of terminated users to other employees.

Why this Feature?

• The OKR progress of the terminated employee can be retained and will aid in the advancement of the organization.
• Super Users can move and re-assign individual OKRs and Tasks of terminated employees to active users in the organization using the Proxy function.
• The team lead can reassign the OKRs to another individual if the user is working on the Team's OKRs. 

The process of re-assigning OKRs can be accomplished in three ways; users can choose the most convenient approach, which is explained below.

1. Terminate an employee and assign all the OKRs to another user.
2. Move the Individual OKRs of the employee as a Proxy User. 
3. Move OKRs using OKR Authoring.

Follow the below steps to terminate and assign all the OKRs to a user.

Step 1

Navigate to Settings → User Management from the left navigation panel and switch to the Active Users tab. 

In the Active Users page, select the employee you wish to terminate and click on the Edit icon. 

Step 2

In the Update User panel, click on the Terminate option.

In the Terminate User panel, select the Date of termination. Enable the Assign this User’s Activities to another? toggle and select any employee using the Search menu. 

Finally, click on the Done button.

Follow the below steps to move the Individual OKRs of the employee as a Proxy User. 

Step 1

To add a proxy user, navigate to Settings → User Management from the left navigation panel and switch to the Active Users tab. 

In the Active Users page, select the Edit icon to add a Proxy User.

Step 2

On the Update user panel, search for an employee add a Proxy User in the Profit Access Information section, and finally click Update.

Step 3

Navigate to My OKRs page, select Users from the Global Search menu, and search for the employee.

The Search Result of the user will appear, select the View OKRs  icon under Actions.

Step 4

The Proxy User can Move the OKRs of the employee by clicking on the Ellipsis icon.

Follow the below steps to move OKRs using OKR Authoring:

The Proxy User can also navigate to the OKRs Authoring window to move OKRs individually. 

Step 1

Navigate to OKRs → OKRs Program Status from the left navigation panel and switch to the OKRs Authoring tab.

Then, switch to the Individuals' OKRs tab and click on your preferred user.

Step 2

On the user's OKR panel, click on the OKRs you wish to assign.

click on the Assignee icon. Search for the employee you wish to assign the OKRs to and delete the previous user.

For instance, Let’s assign Jacob Snell OKRs to Bryan Cranston.

Step 3

On the Confirmation pop-up panel, click Yes. 

The OKRs will be moved to the newly assigned user. Thus a Proxy User can individually move the OKRs of a terminated employee to any user in an organization. 

Related Answer Post

To learn more about how to terminate/revoke users from Profit.co, click here. 

To learn more about how to re-assign tasks in Profit.co, click here.