Terminating an employee via the HR and payroll platform

How it works

In order for you to terminate an employee correctly from the payroll platform, you need to follow a specific process. This ensures your employees receive their correct termination pay and and that their off-boarding from your payroll platform is smooth and trouble free.

Availability

Payroll Plan:   Standard   Premium
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

What you need to do

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

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 the HR platform.

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 into your Employment Hero HR platform.
  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.
  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

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