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Former Employee - Custom Role & Gamification

  • August 1, 2022
  • 2 replies
  • 90 views

Kgastaldo
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Like any org, we have a bit of turnover. To cut down on the frustration caused by messaging or at mentioning someone who no longer works for the company, we’ve created a “former employee” role. 

I have a custom role called “former employee” that contains no more rights than a normal registered user. I don’t want to prevent former employees from using the site (as some eventually go on to work as customers/partners) and I don’t want to delete users and have lots of “anonymous” content floating around. 

When an employee leaves, I remove their employee custom role and replace with former employee custom role. 

I also added a rank to our gamification (at every level) to include “Rank (Former Employee)” - so that you can still see their actual rank, but know they aren’t an employee anymore. These ranks have the same requirements with or without the former employee title - so you can be a “Hero” or “Hero - Employee” or “Hero - Former Employee” - and it’s displayed on your profile and in your posts:

 

Best answer by leo-inspired

Hey @Kgastaldo , great to hear this method is working smoothly for you - that is exactly how our team at inSided recommend to do this for former employees. 

We actually have a tutorial that explains how to achieve this and some more information you might find useful

 

2 replies

leo-inspired
  • Gainsight Employee ⭐️
  • Answer
  • August 2, 2022

Hey @Kgastaldo , great to hear this method is working smoothly for you - that is exactly how our team at inSided recommend to do this for former employees. 

We actually have a tutorial that explains how to achieve this and some more information you might find useful

 


genells
  • Contributor ⭐️⭐️⭐️⭐️
  • January 24, 2024

Thank you for sharing! Just used this as a guide to do some admin work on former employees. Love the way you set this up - especially in terms of retaining those formerly earned ranks.