Terminating an employee

Terminating an employee

1. Go to Management > Employees and edit the employee’s record.

2. Go to the Employment Status tab.

3. Click Terminate Employee.

4. Enter the notice date, final date of employment and notice period provided, then click Next.

5. Enter the details of the termination:

   • Reason: - Enter the reason for terminating the employee.

   • Exit Notes: - Enter any additional details about the termination

   • Employee Resignation: - Tick this box if the employee is being terminated due to resignation.

   • Re-employable - Tick this to indicate the employee eligible to work for you again in the future.
     For more information, see Rehiring terminated employees.

   • Unassign shifts - Select whether the employee's shifts that are dated after the employee's final date of employment should be unassigned (so they can be assigned to another employee) or deleted.

6. Click Next.

   

7. Click Browse to find and upload any supporting documentation, e.g. a letter of resignation. Click Add document to upload additional documents. Once you have added all documents, click Next.

   

8. Review the termination details, then click Terminate Employee.

9. Click OK on the confirmation message that appears.

10. If you need to change the termination details later, go back into the employee’s Employment Details screen and click Update Termination.

Once the Termination Window has been completed, the employee will appear on the Terminated Employees Report. The termination will be processed on the day following the employee's last day of employment (or within an hour if the last day of employment is prior-dated).

A terminated employee can still log in with read-only access so they can download payslips and check their employee records. They will be unable to submit leave requests or expenses, see their timesheets, accept shifts or any other functions.

Cancelling a termination

If you accidentally process a termination, an employee changes their mind about resigning, or you need to undo a termination for any other reason, you can cancel the termination.

Terminations can be cancelled up until the employee is marked as terminated (normally the day after their end date).

1. Go to Management > Employees and edit the employee’s record.

2. Go to the Employment Status tab.

3. Click Cancel Termination and then confirm your choice.

   

4. If you accidentally terminated the employee, make sure you sort out their shifts, which will have been been unassigned or deleted during the termination process.