End an employee’s service and start the final settlement of their benefit.
Terminate an employee when they leave your organisation for any reason — resignation, retirement, dismissal or the end of a contract. This is how their benefit gets paid.
Where: the employee record › Termination tab. Before you start: check the employee’s payout details and phone number are correct — that is where the benefit will be paid, and the record is locked after termination, so they cannot be changed later.
Termination cannot be undone. It ends the employee’s service on the platform and starts the final settlement of their benefit.
1
Open the employee record
In the directory, select View on the employee’s row.
2
Open the Termination tab and select Terminate employee (1)
The Termination tab
3
Enter the termination details
Termination details
Termination date — the last day of service. It cannot be in the future.
Reason — for example Resignation.
4
Select Confirm termination (3)
The employee’s status changes to Terminated, and the Termination tab disappears from their record.
Enter today’s date or an earlier one. Record a future leaving date on or after that day.
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