Terminate Employees
You can terminate the employees in three ways.
Option -1 Within the employee file
Option -2 Within a pay run
Option -3 Within an employee details file import
* Please note the termination of an employee should be processed in Oopay and offboarding of the employee should happen seperately in Emplyment Hero after the final payslip has been imported to Oopay.
Option I. Terminating an Employee within the Employee File
1. Go to Main Menu > Employees > List
2. Hove over the list and select the employee name
3. Click the Details tab in the employee form
4. Scroll down to the page and you will see a Terminate Employee button.
5. Click on the Terminate Employee button and this will mark the employee as inactive and will no longer be eligible for pay runs.
*Please note, if you use this method the employees will not be paid any termination pay. If you wish to process a termination pay, then you need to terminate the employee from the pay run screen.
Option II. Terminating an Employee via Payrun
1. Go to Main Menu > Pay runs
2. Click on the Pay run
3. Select the employee from the pay run list.
4. Click the Actions button and select Terminate Employee.
5. A pop-up box will appear. Select the Termination Date and Leave Entitlement Date.
6. Enter the employee termination date and Termination Reason and click Save.
The employee's record will turn pink (as an indicator it is in termination mode) and will display calculated earnings and any accrued leave to be paid out as part of the termination pay.
Canceling a termination
If you want to cancel the termination in a pay run, click on the "Actions" box within the employee's pay details and then click on 'Cancel Termination':
.
Option III. Terminating an Employee within details file import
Go to Data Extracts from the Payroll Settings section and select the employee data, you can download a template with employee data (including terminated employees).
If the field TerminationReason is selected along with the EndDate input, when the file is imported into your business the employee will show as terminated. This will mark them as inactive and they will no longer be eligible to be included in pay runs.
Views | |
---|---|
76 | Total Views |
1 | Members Views |
75 | Public Views |