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Terminate an employee in Employment Hero & Payroll Classic connected orgs

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

Step 1: Off-boarding and terminating an employee for integrated Employment Hero & Employment Hero payroll classic

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:

  1. Log in to Employment Hero.
  2. Click the Personnel menu.
  3. Click the Employees submenu.
  4. Click the Action button next to the employee that needs off-boarding.
  5. Click the Off-Board Employee button.
    Termination_12.jpg
  6. Complete the following fields:
    • Termination date.
    • Termination type.
    • Reason.
    • Comment.
  7. Click the Terminate button.
    Termination_13.jpg
Step 2: Processing a termination pay

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:

  1. Log into Employment Hero Payroll classic.
  2. Click the Pay Run menu.
  3. Click the New Pay Run button.
    Termination_1.jpg
  4. 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.
  5. Click the Create button.
    Termination_2.jpg

    Important

    For information on how to add an employee to a pay run, refer to the following article.

  6. Click on the employee's name who needs a termination payment added.
    Termination_3.jpg
  7. Click the Actions button.
  8. 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.

    Termination_4.jpg
  9. 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.

    Termination_5.jpg
  10. Click the Finalise Pay Run button.
    Termination_6.jpg
  11. 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.
  12. Click the Finalise button.
    Termination_7.jpg

Further information

Delete task reminders for terminated employees
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. Log in to Employment Hero.
  2. Click the   Dashboard (Home) menu.
  3. Go to your To-do list widget.
  4. Click the elipsis.
    View all tasks.jpg
  5. Click View all tasks.
  6. Click the Other Tasks tab.
  7. Type in the name of the terminated employee to the search function.
  8. Select all the tasks you want to delete.
  9. Click the Actions button on one of the tasks.Actions in tasks.jpg
  10. Click Delete.

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