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Terminate an employee

This article will explain how to terminate or reactivate an employee or service user.

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Written by Lucy Robbie
Updated over 2 months ago

You can terminate employee records to set their record as inactive and remove visibility from the planning screen.

These records still exist, rather than delete, so you can reactivate them at any time.

Terminate an employee

To terminate an employee record, follow these simple steps.

  1. Click HR, then click Employee.

  2. Click Find, then select the relevant employee.

  3. Click Terminate, then fill out the relevant information.

  4. Click Save, then from the top, right-click More.

  5. Click Tasks and complete all outstanding tasks.

  6. Click Back, then click More.

  7. Click Equipment and select that they have all been returned.

  8. Change the status to Terminated, then click Save.


Reactivate an employee

If you need to reinstate an employee record after they've been terminated, you can follow these steps.

  1. Click HR, then click Employee.

  2. Click Find, then change the status to Terminated.

  3. Select the relevant employee, then click Reinstate.

  4. Click Reinstate, then click Confirm.

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