Before archiving a User in Karbon you should determine:

the main replacement that will take over all or most of their work;
any work items or tasks will be re-assigned to other team members (instead of the main replacement);
the work items that need to be cancelled and any repeating schedules that need to be deleted.

Review the employee outstanding work

In Karbon go to the Work View
Select the Saved View: Open Work by Assignee

è The Karbon Saved view
Click on Add Filter and select Assignee

è The Filter by Assignee
Select the terminated Employee and click on [Apply]

è The list of Outstanding Work for the terminated employee is displayed on the screen
Open any internal Work Items assigned to the specific Employee and mark them either as Cancelled or Completed (depending on the task type). Also, delete any repeating schedules. These Work Item types may include:
- Induction Work Items;
- Risk Management Items;
Identify any Work Items that should be re-assigned to other Team Members who are not going to be the main replacement for this Employee. Open each of these work items individually and manually re-assign: the work item, any applicable tasks and repeating schedule to the person taking over the relevant Work Item
After you complete the above steps, make sure the only Work Items listed in this view are the ones that are going to be re-assigned to the Employee's main replacement

Archive a User

In Karbon go to Settings > Colleagues
Click on the User you wish to archive

è The Colleague screen
Click on [Archive User]

è The Archive screen opens
In the Reassign To field select the Terminated Employee's Main replacement
Click on [Archive User & Reassign Items]

è The User is Archived and all remaining work items and tasks are automatically re-assigned to their main replacement
Return to the Saved View: Open Work By Assignee

è The Karbon Saved view
Make sure the view reports no outstanding work assigned to the terminated Employee