Sales representative has been suspended

One of your company’s sales representatives has violated company rules and is temporarily suspended. The sales manager requests a report of all instances of that sales representative throughout the application. The sales manager sends you an email noting the name of the individual.

In SA GDPR Compliance Administration, perform an initial search on the name that was provided. Based on the number of results returned, you can use the facet search to add additional search criteria to reduce the number of results.

Select all the confirmed records and select More > Export to Excel. Save the .csv file to a predetermined directory. In the .csv file, review the data if necessary. Email the spreadsheet to the sales manager for evaluation.

The sales manager can search the application to find customers associated with this sales representative. The sales manager can run the Sales Order Register Report to find orders where the sales representative is assigned as the Sales Rep In or Sales Rep Out. The sales manager can run the SM Commission Report to determine what commissions are due to the sales representative.

If, after evaluating the .csv file and the output from other reports, the sales manager decides that the sales representative personal data must be disabled, the sales manager notifies you, requests a Disable action, and provides the date when the suspension is over.

In SA GDPR Compliance Administration, perform a search on the sales representative. Select all the confirmed records and click Disable. When prompted, specify the end date for the suspension in the Expiration Date field. When you click OK, the processing to disable the personal data begins.

During the disabled period, data on the sales representative record is not changed. During the time the sales representative personal data is disabled, that sales representative record cannot be edited. The name is not visible in the sales representative lookup. In functions with an associated Sales Rep In or Sales Rep Out field, the sales representative cannot be specified.

Use the Expiration view track the disabled sales representative personal data that is approaching the specified expiration date. You should notify the sales manager that a decision must be made with regard to the status of the sales representative.

If management removes the sales rep from suspension, you can re-enable the sales representative's personal data. In SA GDPR Compliance Administration, perform a search on the sales representative. Select all the confirmed records and click Enable. The Enable action removes the tag, unhides the instance, and allows access for processing.

If the sales manager decides to dismiss the sales representative, you can remove the personal data from the application. In SA GDPR Compliance Administration, perform a search on the sales representative. Select all the confirmed records and click Enable. The Enable action removes the tag, unhides the instance, and allows access to remove the personal data.

The sales manager should use Sales Rep Setup to delete the sales representative and assign a new sales representative.