Handover
Log inStart free

Square POS staff offboarding checklist

In Square, each team member usually has a profile and a personal passcode for clocking in and taking payments. When someone leaves, deactivate them in the Square Dashboard under Staff (Team) so their passcode stops working. Menu names change, so check Square’s help center if a step looks different.

Track it in Handover

Remove access

  • Deactivate or remove their team member profile in the Square Dashboard.
  • Make sure their passcode no longer works on any register or device.
  • If they had Dashboard access (manager permissions), remove it.
  • Change any shared device or manager passcode they knew.

Pay and records

  • Close out their last timecard and tips.
  • Remove them from Square Payroll after final pay, if you use it.
  • Record what was removed and when.

Questions

Will deactivating someone delete their sales history?

No. Past sales and timecards stay in your reports. Deactivating only stops them from signing in or using their passcode.

More checklists