If a team member is leaving for new opportunities or taking a sabbatical, there's no need to fret. This detailed article guides you through the smooth and efficient offboarding process in Streamtime, making for a seamless transition for the rest of your team.

⚠️If the departing team member is the account subscriber, make sure they transfer their subscription to another team member before they leave. This will prevent any disruptions to your service. If you need assistance with this process, feel free to reach out to us, and we'll be more than happy to help! 🤝💼

If the departing individual is the main or sole super user of Streamtime, it's important to carefully select their successor. Once you've made your choice, encourage the new super user to contact our support team. We stand ready to assist in ensuring a smooth transition and quick familiarisation with their new duties.

First, navigate to Jobs > Time > and apply filters for Team Member is and To Do Status is Scheduled. This will display all scheduled To Dos.

To reassign a task, click on the pencil symbol ✏️ to edit it. Next, select the new team member from the dropdown menu and click Save.

You can be confident that all logged time will remain unaltered, preserving the integrity of your records and enabling you to generate reliable reports going forward. This way, your historical data remains an accurate resource for both reference and analysis.

Before their departure, have the exiting team member review any Priority boards they own but have only shared with view-only access. If these boards are integral to other team members' workflow, consider transferring edit rights to another individual to maintain seamless operations.

To grant edit access to a priority board, click the gear icon ⚙️ in the top right corner to open settings. Then, click the pencil icon ✏️ next to "Shared with," click Add User, choose a team member, and change their permissions to Can Edit.

If edit access isn't updated, there's no cause for concern. You can simply duplicate the board and carry on with the new version, granting the required permissions to the relevant team members. This ensures that your team's workflow remains uninterrupted and efficient.

To replicate a priority board, click the ellipsis (…) on the priority board and select Duplicate 🔄.

For further details on priority boards, explore this article 🔍.

Before proceeding, it's essential to determine whether you should delete or hibernate the team member's account.

🗑️ Delete: If the team member is permanently leaving your organisation, deleting their account is the most suitable option.

🌙 Hibernate: If there's a possibility that the team member might return in the future, consider hibernating their account instead. This will temporarily deactivate the account while preserving its data, making it easier to reactivate when needed.

Head to the ⚙️ menu and click Team Members option under the Account Settings heading. Click on Team Members to view your current team roster. Locate the team member you wish to remove, then click on the ⋮ (three-dot) icon next to their name. Click 🗑️ Delete to initiate the removal process.

⚠️ Remember, deleting a team member's account is irreversible. To confirm the action, click Delete once more.

And that's it! You've successfully removed the team member from your Streamtime account.

Head to the ⚙️ menu and click Team Members option under the Account Settings heading. Locate the team member you wish to hibernate, then click on the ⋮ (three-dot) icon next to their name. Click 🌙 Hibernate to initiate the process. By choosing to hibernate the account, you're temporarily deactivating it while preserving its data, making it easier to reactivate in the future if needed. 🔄🔒

To Re-active their account, follow the same process except click ☀️ Reactivate instead.

How you are billed after deleting or hibernating a team member depends on your billing method:

🔸 Billed Per Seat: If you are billed by seat, then your monthly fee will adjust depending on whether you deleted, hibernated, or re-activated a team member. As a result, removing or hibernating a team member will reduce your monthly fee, whilst reactivating a team member will increase it.

🔹 Fixed-Price: There will be no change to your billing if you're on a fixed-price plan. However, if your business has undergone significant changes, please feel free to contact our customer success team to explore your options and discuss any potential adjustments.

By understanding your billing method, you can make informed decisions when managing team members and ensure that your costs align with your organisation's needs. 💼💰

This article offers a concise guide on managing the offboarding process in Streamtime, covering crucial aspects such as transferring subscriptions for departing account subscribers, identifying new super users, reallocating tasks, handling priority boards, and choosing between deleting or hibernating accounts. By following these guidelines and understanding billing methods, you can ensure a seamless transition for your remaining team members and maintain an efficient workflow in your organisation. For further assistance, reach out to the customer success team. 🤗🚀