I have two questions regarding managing employees
When adding company employees, is the ‘date joined’ to be the date of hire or the date added into TrustCloud?
Is there a way to edit employees once they have been added or a way to remove them if they are no longer employed?
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sean
Participant
Participant
Managing people / employees
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1. The ‘date joined’ corresponds to the date the user was added into TrustCloud.
2. Certainly. You can accomplish this by navigating to the top right profile button on your screen and accessing ‘Account Summary’. From there, under the ‘Actions’ column, simply click on the three dots, and you’ll find the option to ‘Remove user from team’.-
In the case of the Employees list (app.trustcloud.ai/trustcloud/employees), for the sake of comprehensive logging and tracking, users are disabled rather than removed outright. This approach ensures that a thorough history is maintained, reflecting that the resource was trained within the observation period.
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I think I understand, but I do not see a disable feature, is that what Excluded means? I am trying to systematically establish new employee / old employee workflows with onboarding and offboarding in Trustcloud. So we hire an employee, they are added to employees list and are sent the onboarding email and materials to attest to. Then if they leave they are moved to Exlcuded?
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Yes, that is accurate. In TrustCloud, when an employee is moved to the “Excluded” category, it means that they are no longer active participants in the compliance process. Their acknowledgment and sign-off on policies are preserved within the system, but they are essentially disabled from ongoing compliance requirements. This approach ensures that a comprehensive history is maintained, documenting the employee’s acknowledgment of policies during their time with the organization.
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