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Terminate and delete an employee on the payroll platform

Updated

Available for the following Payroll classic plans: Standard, Premium

When to Use Each Method

  • Terminate an employee directly within the employee's file: When no payments or adjustments are needed, and you only need to mark the employee as inactive.
  • Terminate an employee within a payrun: For processing final payments and reporting.
  • Delete an Employee: Only for removing records after terminating. You can only delete an employee if they haven't been included in a pay run.

Warning

The instructions in this article apply to organisations using just the Payroll platform. If your HR platform is integrated with Employment Hero Payroll, please refer to this article.

Getting started

Terminate an employee directly within the employee's file
  1. Log into your Employment Hero Payroll platform.
  2. Click Employee, then List.
  3. Click the employee that needs to be terminated.
  4. Scroll to the bottom of the page.
  5. Click Terminate Employee.
  6. Enter a termination date.
  7. Enter a termination reason (optional).
    Note: This process will terminate the employee and mark them as inactive. This will mean that they are no longer eligible to be included in pay runs.
Terminate an employee within a pay run
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Pay Run menu.
  3. Click the pay run that needs an employee termination added.
    Accrued__UK__1.jpg
  4. Click the employee name who needs termination pay added.

    Warning

    An employee included in an un-finalised pay run means you can not use the termination payment feature. You will need to finalise any existing pay runs first and then process their termination payment.

  5. Click the Actions   button.
  6. Click the Terminate Employee button.
    Terminate__UK__1.jpg
  7. Select the termination date and click the Save button.
    Terminate__UK__2.jpg
Cancel an employee termination
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Pay Run menu.
  3. Click the pay run that needs an employee termination cancelled.
    Accrued__UK__1.jpg
  4. Click the employee name who needs a termination payment cancelled.
  5. Click the Actions   button.
  6. Click the Cancel Termination button.
    Terminate__UK__3.jpg

Deleting an employee

Delete an employee directly within the employee's file

Employees can only be deleted if they have not been included in any pay runs. Deleting an employee cannot be undone and you will not be able to retrieve this data.

  1. Log into your Employment Hero Payroll platform.
  2. Click Employee, then List.
  3. Click the employee that needs to be deleted.
  4. Scroll to the bottom of the page.
  5. Click Delete Employee.
  6. Click Delete.

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