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Updating an Employee's Status

How to edit, archive, or delete employee records.

Written by Maxwell Bass

Use the action menu on an employee's page to update their profile as roles change.

There is no separate "status" control in Lebra; instead, you archive or restore a person to reflect a change in their status.

Steps

  1. Go to the employee's profile.

  2. Click the three-dot menu next to AI Assist.

  3. Select the option you need:

    • Edit person to update their details.

    • Archive person to archive them (this appears as Restore person for people who are already archived).

    • Delete person to permanently remove them.

    • Send card to send a handwritten card (available when the handwritten-card feature is enabled).

  4. Save changes if applicable.

These editing options are available to admins.

Which option should I use?

  • Archive person — the employee left or is no longer part of your organization. Their evaluations, notes, and history are kept, and their assigned evaluator can still open past evaluations. Archived people no longer appear in active lists and can't use the Staff Portal. You can restore them later from Archived persons.

  • Delete person — only for a record created by mistake, such as a duplicate or a typo'd test entry. Deleting permanently removes the person and the records attached to them, and it can't be undone.

  • Deactivate in Settings → Team — someone with a Lebra login (for example, a principal or evaluator) is leaving. Deactivating turns off their login but doesn't archive their employee record, so if they're also on your roster, archive them here too. See Activating & Deactivating Users.

Note: If your district's roster comes from a scheduled feed, your district's file controls who is active. People who leave the file are archived on the next sync, and someone you archive who is still in the file can be restored by the next sync. Edits to details that come from the file can also be overwritten. Make these changes in your HR system. See Sync Status and Scheduled Roster Feeds.

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