How to Terminate an Employee/Manager

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
Staff Directory
Select the user
Select the Employment Tab
Select Terminate
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

If an employee is rehired, their original hire date will stay on their profile, while the current hire date will be updated to reflect the new hire date.

Select "Continue"
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.