Custom Entities | Deactivate / Reactivate

1) Overview
2) Deactivate / reactivate custom entities



Custom Entities


1) Overview

Custom entities are a highly customisable feature of EE (Easy Employer). A custom entity could be but is not limited to a person, client, vehicle or funding scheme. Custom entities are used to provide additional information to staff members on a rostered shift.

Custom entities will remain on the active list unless they are deactivated. If there is a custom entity that is no longer needed (either long or short term) they should be deactivated. Deactivating a custom entity will prevent them from appearing on the roster or shift. If a custom entity is deactivated it can be restored back to the active list.


2) Deactivate / reactivate a custom entities

  1. Click Organisation.
  2. Select a custom entity type (e.g., Clients).
  3. The custom entity list will be displayed.
  4. You can select to display active/inactive users by ticking Active or Inactive.
  5. Click deactivate to move a custom entity into the inactive list.
  6. To view a list of inactive custom entities click the check boxes so that only Inactive is ticked.
  7. When the inactive option is ticked all of the deactivated custom entities are listed.
  8. These can be returned to the active list by clicking restore.
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