How To: Submit a Termination Request
When an employee needs to be terminated, as a manager, you have the option to submit this request directly through the system. Follow the steps below to complete this action.
On the Home tab hover over the Requests icon and select Terminate Employee. If you do not have this icon, open the Main Menu and go to Team > HR > Hr Actions.
On the HR Actions screen, click Start.
Select the employee you wish to terminate and click Continue.
Note: This effective date is the date of the termination request. You will enter the employee’s actual termination date during the next step.
Enter the termination details:
1) Change the Account Status to Terminated
2) Enter the date Terminated
3) Select a Termination Reason
4) Add Termination Notes
Click Continue.
Enter the employee’s end dates:
1) Direct Deposit End Date and Deduction End Date should be set for after the employee’s last pay date.
2) Benefit Coverage End Date and Benefit Deductions/Earnings End Date should be based on benefit plan rules (if the employee was enrolled in benefits).
3) Earning End Date should be the last day the employee worked.
Click Continue.
Change the Security Profile to Terminated and click Continue.
Ensure the correct Manager at Termination is assigned and click Continue.
Update the employee’s Primary Email address field with their Personal Email address. Click Continue.
Upload any Termination Documentation if applicable.
Once all documentation has been uploaded click Submit.
Your request will be sent to HR for review and approval.
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