After that, you can offboard the leave on Employment Hero. To terminate your employee on Employment Hero, please follow these steps:

1. Log into Employment Hero.
2. Click the People (people icon) menu on the purple side bar.
3. Click the People list submenu.
4. Click the Employees tab.
5. Click the Actions dropdown button next to the leaver you need to offboard.
6. Click Offboard Employee.
   

7. Complete the following fields:

   • Termination date.
   • Termination type.
   • Comment.
   • Employee access.
   • Payroll cut-off date:
     1. Click Custom date.
     2. Choose today's date for Cut off date.

   Important

   When setting the Payroll Cut Off Date, you have two options depending on your needs:

   • Same as termination date: Select this by default.
   • Custom date: Choose this option if you need to process pending timesheets and time-off approvals up to a specific date before the employee is finalised in payroll.

   Note: If choosing a custom date, ensure the payroll cut-off date is set to on or before the date the pay run will be paid.

   Warning

   The employee's termination date will not be pulled into the payroll platform if the custom cut-off date is set to any time after the pay run creation date. 

   Failing to set this correctly means Employment Hero cannot sync the termination details, and the payroll platform will not be able to automatically calculate the employee's correct pro-rated salary.

   

8. Click the Terminate button.
   
9. You can complete the next steps on the payroll classic platform. Please refer to Step 2 in this article.

The termination you processed on Employment Hero will automatically sync over to the payroll classic platform. Pro-rata calculations will also be automatic.

To process your pay run which includes the terminated employee, please follow these steps:

1. Log into Employment Hero Payroll classic platform.
2. Click the Pay Run (hand icon) menu on the black side bar.
3. Click the Pay Runs submenu.
4. Click the New Pay Run button.
   
5. Complete the following fields:
   • Pay schedule.
   • Pay period ending.

   • Date pay run will be paid.

     • Tick the Include terminated employees checkbox.

     Important

     Ticking this checkbox will include the leaver to this pay run.

   • Import timesheets.

6. Click the Create button.
   

   Helpful Hint

   You can see under Gross Earnings that their salary has been pro-rated automatically and correctly. You do not have to compute this number manually anymore.

   The salary pro rata calculation here is based on the configuration you have selected in Pay Schedules in Pay Run Settings. To learn more about this, please refer to this article: How do I set up pro rata calculations for starters and leavers?

   Also, any leave categories that are not excluded from the termination pay will be paid out in the pay run. To learn more about this, please refer to this article: How do I manage leave categories?

   

7. Click the Finalise Pay Run button.
   
8. Complete the following fields:
   • Date paid.
   • Journals
   • Publish documents.
9. Click the Finalise button.
   

1. Click on the pencil icon next to Publish Documents.
2. Click on Make documents available to employees now.
3. Click on Send notifications to employees.
4. Click the Finalise button.
   

If you do not use today's date for the Payroll Cut Off Date, Employment Hero will not be able to inform the Payroll classic platform of the termination. This means the pay run will still show the employee's full salary.

From 15 August 2024, any employee made a leaver with a termination date that is within a processed pay run will be automatically included in the next pay run. The employee will ‌also be reported to HMRC as a leaver.

Terminating an employee does not automatically cancel any onboarding tasks that were triggered before an employee was offboarded. Therefore, you could still receive a reminder if a previously triggered task is past its due date.
The best way to delete these pending tasks is by following the process below:

1. Click the   Dashboard (Home) menu.
2. Go to your To-do list widget.
3. Click the ellipsis.
   
    
4. Click View all tasks.
5. Click the Other Tasks tab.
6. Type in the name of the terminated employee to the search function.
7. Select all the tasks you want to delete.
8. Click the Actions button on one of the tasks.
9. Click Delete.