Offboarding a contractor from your HR platform

Overview

There will be instances where a contractor agreement has ended with your organisation and they will need to be off-boarded from your platform. When you undertake this option, you can specify the reason for this action and the date this occurred. If required, you can also delete a contractor file from your platform if you added them in error.

Warning

Deleting a contractor from your platform will remove their data, which means there is no record kept for auditing purposes. We recommend this step only if there is a duplicate contractor file and/or their details show as pending, meaning the contractor has not yet signed into the HR platform.

Availability

HR Plan:   Free   Standard   Premium   Platinum
 User Access:   Contractor   Manager   Admin

  This is the default access level, excluding any changes made via our Custom Security feature.

Getting started

Off-board a contractor

Important

Prior to off-boarding a contractor, ensure that you have created an off-boarding checklist. This generates a list of tasks that need completing before their termination date. To read further details on how to create an off-boarding checklist, refer to the following article.

  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Click the Action button.
  4. Click the Offboard button.
    Offboard_1.jpg
  5. Complete the following fields:
    • Termination date.
    • Termination type.
      • Resignation:
        • Relocation.
        • Further education.
        • Better rewards.
        • Health.
        • Career advancement.
        • Career change.
        • Travelling.
        • Family.
        • Other
      • Abandonment.
      • Termination:
        • Serious misconduct.
        • Poor performance.
        • Redundancy.
        • Incomplete probation.
        • Work eligibility.
        • Other.
      • Retirement.
      • Other.
    • Comment.
  6. Click the Terminate button.
    Offboard_2.jpg
Remove a contractor from the HR platform

Warning

Removing a contractor from your system will remove their data, which means there is no record kept for auditing purposes. If you want to remove your contractors but keep their data, then refer to the Off-Boarding section of this article.

  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Click the Action button.
  4. Click the Delete button.
    Offboard_3.jpg
  5. Click the Delete button.
    Offboard_4.jpg

Legal Disclaimer

Please note that this module and any related content or templates are not all-inclusive and is intended for general information purposes only. It does not constitute legal or other advice. The content or templates may not be compliant with your local employment laws. Always seek professional legal advice. Employment Hero expressly disclaim any representation or warranties, express or implied, including without limitation any representations or warranties of fitness for a particular purpose, accuracy, completeness, reliability and non-infringement. Employment Hero is not liable for any loss or damages arising either directly or indirectly as a result of reliance on, use of or inability to use any information provided in this module.

Author Recommended

So you have now offboarded a contractor from your HR platform and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

  • HR Contractor File: Assets This feature is where you can check their assigned assets and see if there are any they will need to return before they leave your business.
  • My tasks: This feature is where you will find any off-boarding tasks your organisation may have assigned to you and that they require you to complete as part of your organisations off-boarding process.
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