Offboarding a contractor via the HR platform

Available for the following HR plans: 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

Off-board a contractor

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.

  1. Click the People menu.
  2. Click the Independent Contractors submenu.
  3. Click the Action button.
  4. Click the Offboard button.
    Showing the contractor overview page with the Actions button followed by the Offboard button highlighted.
  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.
    • 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.
  6. Click the Terminate button.
    Showing the terminate contractor pop up
Remove a contractor from the HR platform

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.

  1. Click the People menu.
  2. Click the Independent Contractors submenu.
  3. Click the Actions button.
  4. Click the Delete button.
    Showing the contractor overview page with the Actions button followed by the Delete button highlighted.
  5. Click the Delete button.
    Showing the confirm deletion pop up

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.
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