To remove or deactivate members of your organization from your QuotaPath Workspace, click on the 'Members' page in the left hand navigation menu.
Before removing the User - End plan, complete payouts
Step 1: End the user’s plan
Before deactivating a user who has moved on from the company, head to the Plans page and find the member and their plan. Click into the plan, scroll down to the assignees and use the three dot menu on the right to edit the member plan details and adjust the assigned end date so the plan no longer continues to accrue earnings. Setting the end date stops data from flowing through to the plan for that person. Hit Save once the end date is set.
Step 2: Pay out any remaining payouts
Once the plan end date is set, make sure you have paid out any final payouts owed to that person. This will include approving or overriding, as needed, any outstanding earnings. If your end date has been set correctly on the plan for that member, their earnings showing up for approval should be correct and due to that member. Approve and schedule any remaining payouts so the deactivation does not leave anything outstanding from a deal or plan perspective.
If Approvals still show for an Archived Member, it's because those earnings were not processed before the user was archived. QuotaPath is surfacing what it believes to be earnings still due to that user based on their plan dates and payout activity.
If the user's end date was not set correctly on their plan and Earnings showing for approval fall outside their actual end date, then simply unarchive the user on the Members page, change their assigned Plan end date, allow earnings to recalculate, and then re-archive the user.
If the earnings do fall within their correct assignment dates, you'll need to process those approvals and panels, whether that is overriding the earnings to zero and approving the earnings amounts and scheduling them for payout either in their arrears when they were actually paid or for a future payout date.
How to Deactivate the Member
On the Members tab, click the 3-dot menu icon to the far right of the Member's name, and select 'Archive or Remove'. Then choose one of the below two options from the menu:
Archive (recommended): Earnings, attainment and payout data will still be accessible. Admins can always reactivate archived members. Members can still view historical data for their Archived Plan. Archived Members do not count towards the contracted User total.*
Delete: All data for this user to-date will be deleted from the Workspace. You will be made the owner of this user's plans. This cannot be undone.
Select one of the above two options, and then click the 'Save' button.
Archived User visibility
Once a member is archived, you'll be able to continue to filter for that user's data on the Earnings, Attainment (screenshot 2 below) and Payouts pages (first screenshot below). Archived members will appear in the "Inactive" sections shown below:
Lastly, you'll still be able to edit the plan effective dates for archived members to ensure only eligible commission data appears in that plan for that member when approving earnings and scheduling payouts.
* Archived Users will not reduce the contracted billing total. If a workspace has 10 user seats contracted, and only 8 members are active, the contracted billable amount remains the same. If you need to add additional users but are currently using all contracted seats, archiving old, no longer active users will help avoid additional users being invoiced.