In Synergita PMS, employees who are no longer part of the organization should be marked as Inactive instead of being deleted. Deactivating an employee ensures that historical data—such as past reviews, goals, and feedback—remains safely stored while preventing the user from accessing the system or appearing in future cycles.


To deactivate an employee

  • Navigate to People > My Team. This page displays all active employees in the system.





  • Locate the employee by using the Search box or by navigating through the list.


  • Click the employee’s profile photo or name to open their profile page.




  • Under the More menu, click Deactivate. The deactivation process will begin.






In the first step:


  • Enter the Deactivation Details, including Relieving Date, Relieving Type, Reason for relieving, and any additional comments.


  • Click Save & Continue.




 


In the second step:


  • The system will display the reporting relationships of the employee. These will be removed as part of the deactivation.


  • Click Save & Continue to proceed with the deactivation.






In the third step:


  • Review the Deactivation Summary displayed on the screen.


  • Click Finish. A confirmation popup will appear.


  • Confirm to complete the employee’s deactivation process.










Note : 

  • If your organization manages employee data through an integration, the deactivation must be performed through the integration system and not manually in Synergita. 




PS: Synergita implementation for your Organization may vary from how the features are described here. The screenshots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.