Question - We've always marked former employee records as 'inactive' but this consistently causes issues when accounting needs to do their expense reports, exit interviews, etc since you can't attach an inactive employee to a record. Is there any harm in leaving all employee records as "active" and just removing their access? I believe as long as they don't have "give access" checked, they won't count against your licenses, correct? Does anyone else take this approach with their employee records?

@Cory Weiner This approach works fine if the Employee does need to be re-activated in the future. When you mark an Employee as Inactive, all of their Roles remain on the permission list, but the license is no longer in use. If you remove the "give access" check box, you get the license back, but it will clear their role list on save. I have clients who are low on licenses and change certain employees to be inactive temporarily, so they can later re-activate them. It would be a pain if they'd have to restore their roles also. When an employee is terminated completely though...it's save to just uncheck Give Access

We ran into an issue where scheduled emails from saved searches were disabled when the owner was marked an inactive. We did this to a former admin at one point and received quite a few complaints about missing daily emails. Haven't tried this in a while now though.