How to terminate an employee?

This article explains how to change the employee's status from active to terminated.

When an employee is no longer associated with the organization, the employment status of the employee should be changed to Terminated. After termination, the account becomes inaccessible to the employee. However, employee information remains unchanged in the system.

Please note that you need appropriate permissions to be able to terminate an employee.

To mark an employee as Terminated,

    1. Go to the employee profile.
    2. Click the Actions button on the top right of the page.
    3. Click Terminate Employee, enter the Effective Date of termination and click Save.

If you have an Offboarding checklist set up, it will be triggered and only the Offboarding Portal will be visible to the employee during the selected number of days.

Please note that account status automatically changes to Inactive after the above mentioned period expires.