How do I record a leaving employee?

To record that an employee is leaving the business, and to close off their employee record, select the “Employees” link from the main menu, then navigate to the employee whom you wish to manage. Select the “View” button alongside the relevant employee and, when you are shown the View Employee page, open the Employee Menu by clicking on the arrow on the right-hand side of the menu and select the “Leaving” option.

On the page that then displays, select a reason for the employee leaving, the date the employee is leaving and any final notes against the employee’s record. If the employee has left already, check the box marked “Employee has left”. Finally, click “Save” to store the changes.

The system will then automatically recalculate the holiday allocation for the period in which the employee is marked as leaving, to ensure they are assigned only a pro-rata amount of holiday for the year.

Note: The employee’s record will remain open (and the employee will continue to have access to the system) until the box marked “Employee has left” is checked. When the box is checked, the employee’s account will be disabled, their access removed and you will not be able to make any further changes to the employee record.

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