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Mark an employee as left

Steps​

  1. Open the employee and go to Official information.
  2. Under Employment status, turn off Employee is active. It changes to Employee has left.
  3. Enter the Leaving date. It's required when an employee is marked as left.
  4. Save.

What happens​

  • The employee's sign-in account is deactivated, so they can no longer sign in.
  • They stop appearing as an active employee in lists, the org chart and processing jobs.
  • Their history — attendance, leave, payroll and documents — is kept.

Before and after​

  • Leave and attendance: approve or reject pending requests first. Avail and request rules can restrict requests during notice or after resignation.
  • Payroll: pay them in the final payroll run for their leaving month, or process a full and final settlement.
  • Reporting line: move their direct reports to a new manager. Employees with no manager appear under No reporting line in the org chart.

Undo​

To rehire or correct a mistake, turn Employee is active back on. Their sign-in account is reactivated.