Let a partner go and keep their records
When someone stops working with you, Let them go turns off their login, takes them off the jobs ahead and keeps every record of their work. You can bring them back any time.
Partners come and go. Letting someone go the right way keeps your clients' homes safe and keeps the records the law asks you to keep, without deleting a thing.
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1
Open their page
In the menu, tap Partners, then All partners, then the partner.
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2
Tap Let them go
Tap Actions, then Let them go. You see the jobs they'll come off, any client keys they still have, and what Busy Book keeps.
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3
Hand out their jobs
Leave Offer their jobs to my other partners right away ticked, and the first to tap Take it gets each one. Or untick it and pick someone yourself.
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4
Let them go
Add a note for your records if you like, then tap the red button, like Let Maria go. Their login stops right away, and they're signed out on every phone and computer.
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5
Work through the checklist
The next page lists any job still waiting for someone, with Offer to everyone, and a short checklist: final pay, keys and door codes, uniform and supplies, and their 1099 or W-2 in January. Tap Done on each one.
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6
Bring them back
Back for the busy season? Tap Show past partners on your partner list, open them, and tap Bring them back. Their login works again, and their old job offers stay closed.