Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following User Access level: Admin
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.
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Getting started
Important
Before offboarding a contractor, make sure that you have created an offboarding checklist. This generates a list of tasks that need completing before their termination date. To read further details on how to create an offboarding checklist, refer to the following article.
- Click the People menu.
- Click the Independent Contractors submenu.
- Click the Action button.
- Click the Offboard button.
- 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.
- Resignation:
- Comment.
- Would you consider this personnel for rehire?
- Employee access:
- Allow access until a specific data and time.
- Remove access immediately.
- Allow access until the termination date.
- Click the Terminate button.
Warning
Removing a contractor from your platform 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 Offboarding section of this article.
- Click the People menu.
- Click the Independent Contractors submenu.
- Click the Actions button.
- Click the Delete button.
- Click the Delete button.
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.
Explore related content
- 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 offboarding tasks your organisation may have assigned to you and that they require you to complete as part of the offboarding process.
Comments
We need to offboard a few contractors who never accepted teh invitation - however ew don't want to trigger the offboarding process. We also do not want to delete the data, if we terminate will they go through offboarding and how do we bypass this function?
Hi Melanie. If you have set up an offboarding checklist for the contractors, you can delete the reminders so they do not receive the offboarding tasks. This article explains how to do that. Does this help in your case?
Hi Dominic, perfect that's exactly what I ended up doing. :)
Hey Team, we need to promote a contractor to an employee. Is there a way to move them across into the employee group without losing their data?
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