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Staff Status Management Guide

Overview

The staff status system in Phyzioline manages whether staff members are Active or Inactive in your clinic. This allows you to temporarily deactivate staff without permanently deleting them.

How Staff Status Works

Status Types:

  • Active - Staff member is currently working and can access the system
  • Inactive - Staff member is temporarily deactivated (on leave, terminated, etc.)

Why separate staff status?

  • You can pause access for leave or offboarding without deleting the person record
  • The same user account can belong to more than one clinic when needed

Where to Manage Staff Status

Location: Staff Directory Page
Path: Clinic portal → Staff
Navigation: Sidebar → Staff / Employees

Features Available:

  1. View All Staff - See both active and inactive staff members
  2. Toggle Status - Click the status toggle button (Deactivate / Activate)
  3. Edit Staff - Modify staff details
  4. Delete Staff - Permanently remove staff when required

How to Activate/Deactivate Staff

Method 1: Using Toggle Button (Recommended)

  1. Go to Staff Directory from the clinic sidebar
  2. Find the staff member you want to activate/deactivate
  3. Click the status button:
    • Active — click to deactivate
    • Inactive — click to activate
  4. Confirm the action in the dialog
  5. Status updates immediately

What Happens When You Change Status

When Activating Staff:

  • ✅ Staff appears again in active staff lists
  • ✅ They can sign in and use the clinic portal (when their account is valid)
  • ✅ End-of-employment dates from a previous deactivation are cleared

When Deactivating Staff:

  • ❌ Staff is removed from active staff lists
  • ❌ They can no longer use the clinic portal for this clinic
  • ❌ An end date is recorded for your records

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