When an employee leaves or is going to leave the company for whatever reason, to no longer show them as an active employee in Sage HR you need to terminate them.
As an admin user, go onto the relevant employee's profile. By default, this opens on the Employee tab of the profile menu.
Scroll down to the bottom of the page.
Bottom right, click Terminate.
Enter the date they left the company.
If they haven't left yet you can set this date in the future.Select a reason.
📌TIP: If you have the Core HR module, you can choose which reasons appear and their order.If required, enter any additional comments.
Click Terminate.
📌TIP: If you integrate with Sage 50 Payroll (UK only) for online payslips, if the employee has their Sage HR Online Services record linked with their record in Sage 50 Payroll, a request is sent so you can import leaver information into Sage 50 Payroll.
What happens next?
Once terminated, the employee now no longer shows as an active employee, and will no longer show in the Company Directory after their termination date.
The employee now shows in your terminated employees report which you are automatically taken to after you click Terminate. If you use Sage HR not integrated with payroll software you can re-hire them if they were terminated by accident or they return to the company. If you no longer want any record of the employee anymore, you can delete them.
📎NOTE: If you integrate with Sage 50 Payroll (UK only), termination can't be undone by yourself. If you terminate someone by accident, or the employee is no longer leaving after you terminated them, please contact Sage HR support.
If you have an employee who has left, but you have re-employed, you must follow the steps in Re-add a returning leaver - Sage HR Online Services.
Have further questions about terminating an employee?
Check out our FAQ which answers common questions about termination.
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