Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following Payroll plans: Standard, Premium
Available for the following user access level: Admin
How it works
For you to terminate an employee correctly on both Employment Hero and payroll classic platform, you need to follow a specific process. This ensures your employees receive their correct termination pay and and that their off-boarding is smooth and trouble-free.
What you need to do
Important
Before off-boarding, an employee, create an off-boarding checklist that lists the tasks that need completing before the employee's termination date. To read further details on how to create an off-boarding checklist, refer to the following article.
Next, off-board the employee within Employment Hero.
When off-boarding an employee, you can select the date of their termination, the reason for them leaving, and add in any needed comments.
The steps on how to undertake this are:
- Log in to Employment Hero.
- Click the Personnel menu.
- Click the Employees submenu.
- Click the Action button next to the employee that needs off-boarding.
- Click the Off-Board Employee button.
- Complete the following fields:
- Termination date.
- Termination type.
- Reason.
- Comment.
- Click the Terminate button.
First, run a pay run as usual and within that pay run you can mark the relevant employees that need to receive a termination payment due to them leaving your organisation.
The steps on how to undertake this are:
- Log into Employment Hero Payroll classic.
- Click the Pay Run menu.
- Click the New Pay Run button.
- Complete the following fields:
- Pay Schedule
- Pay period ending.
- Date pay run will be paid.
- Manually add employees to this pay run.
- Create pay run with empty pay.
- Import timesheets:
- Timesheets for this pay period.
- All unpaid timesheets.
- Don't import timesheets.
- Click the Create button.
Important
For information on how to add an employee to a pay run, refer to the following article.
- Click on the employee's name who needs a termination payment added.
- Click the Actions button.
- Click the Terminate Employee button.
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.
- Select the termination date and click the Save button.
Important
Repeat the steps 6 to 9 for each employee that needs a termination payment added.
- Click the Finalise Pay Run button.
- Complete the following fields:
- Date paid.
- Create pay event:
- Create pay event manually at a later date.
- Create pay even immediately.
- Publish pay slips:
- Do not make payslips available until "Publish pay slips" button is clicked.
- Make pay slips available to employees now.
- Publish pay slips at x time on x date.
- Click the Finalise button.
Further information
The best way to delete these pending tasks is by following the process below:
- Log in to Employment Hero.
- Click the Dashboard (Home) menu.
- Go to your To-do list widget.
- Click the elipsis.
- Click View all tasks.
- Click the Other Tasks tab.
- Type in the name of the terminated employee to the search function.
- Select all the tasks you want to delete.
- Click the Actions button on one of the tasks.
- Click Delete.
Explore related content
- Payroll payment reporting: Unpaid employees This feature allows you to create a report on the last date your non-terminated employees received payment via a pay run.
- Payroll pay run reporting: Pay run inclusions This feature allows you to create a report on the inclusions your organisation has processed within your finalised pay runs.