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Terminate an employee from Employment Hero

Declan Manning
Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access level: Admin    

You only have to terminate them on Employment Hero and put the correct Payroll Cut Off Date. This information will then sync over to the Payroll platform, where you can create the pay schedule. The leaver will automatically be included in this pay schedule, and their prorated earnings will be calculated.

What you need to do

Step 1: Terminate an employee on the Employment Hero

Important

Before off-boarding an employee, create an offboarding checklist of the tasks that need to be completed before the employee's termination date. To learn how to do this, please refer to this article: How do I set up my organization's offboarding checklists? 

After that, you can offboard the time off on Employment Hero. To terminate your employee on Employment Hero, please follow these steps:

  1. Log into Employment Hero.
  2. Click the People (people icon) menu on the purple side bar.
  3. Click the Employees List submenu.
  4. Click the Employees tab.
  5. Click the Actions dropdown button next to the leaver you need to offboard.
  6. Click Offboard Employee.
  7. Complete the following fields:
    • Last day of work
    • Termination type.
    • Comment.
    • Would you consider this personnel for rehire?
    • Employee access. Note that an employee's access and cut-off dates will only appear if they are occurring on a future date. These dates will not appear if the cut-off dates occurred in the past or on the current date.

    • Payroll cut-off date. Choose custom if you wish to process pending timesheets and leave approvals at a certain cut-off date before the employee is terminated in payroll:

      - Same as termination date
      - Custom date
  8. Click the Terminate button.
  9. You will be shown the Final Leave Entitlement screen. This shows how termination will affect leave balances. The screen shows:
    1. Leave entitlement.
    2. Current balance.
    3. Final balance (Calculated based on the total number of days per year)
  10. Review the balances. You can choose to either go back and make adjustments to the employee's leave or click Accept and terminate to confirm the termination.

 

Further information

How will terminated employees be able to access their Record of Employment (ROE)?
Once you have published a Record of Employment (ROE) for an employee, they will be able to access it from their My Documents page under Compliance the next time they log in.
Will I be able to access employee Record of Employment (ROEs) in Employment Hero?
Any published Record of Employment (ROEs) can be accessed in Employment Hero by admin/owners within the Document widget in an employee file.
What if I entered the incorrect Payroll Cut Off Date?

If you do not use today's date for the Payroll Cut Off Date, Employment Hero will not be able to inform the Payroll platform of the termination. This means the pay schedule will still show the employee's full salary.

Delete task reminders for terminated employees

Terminating an employee does not automatically cancel any onboarding tasks that were triggered before the employee was offboarded. Therefore, you could still receive a reminder if a previously triggered task is past its due date.
The best way to delete these pending tasks is by following the process below:

  1. Click the  Dashboard (Home) menu.
  2. Go to your To-do list widget.
  3. Click the ellipsis.
  4. Click View all tasks.
  5. Click the Other Tasks tab.
  6. Type in the name of the terminated employee to the schedule function.
  7. Select all the tasks you want to delete.
  8. Click the Actions button on one of the tasks.
  9. Click Delete.

 

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