How can I terminate someone by following the termination process?
The below process will show you how to correctly terminate an Employee.
Keep in mind that when those steps are followed properly the user will be set to inactive upon the termination date and also all future time-off requests entered in the Time-Off module (if applicable) will be canceled.
Here's what needs to be done:
Select the Staff Module
Select the user
Select the Employment Tab
On the "Begin Employee Termination" screen
Select the Termination Date
Select the Termination Type
Select the Termination Reason
Choose if the user will be eligible for rehire
Follow your checklist and check off each task when completed
Confirm the Time-Off Summary section
Add an optional Termination Note
Read and check off the disclaimer
Select "Terminate Employee" or "Continue Later" if you need to confirm other tasks before terminating the User in question
When completed select "Confirm Termination"
You can cancel the termination process at any time by selecting "Cancel Termination".
This process will automatically inactive the user that's terminated.
For more information on setting up your termination settings, click here.