When an employee leaves or is going to leave the company for whatever reason, to show them as a leaver in Sage HR you need to terminate them.
This doesn't delete the employee from Sage HR, it only makes them no longer appear in the company directory. They will still exist in your terminated employees report.
📎NOTE: Before you terminate an employee:
If you use the Timesheets module, ensure the employee's final timesheet is submitted and approved
If you use the Shift Scheduling module, check there are no shifts scheduled for the employee after their leaving date. If there are, delete them and assign the shifts to a different employee if necessary. Use our article, Manage shifts for more details.
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.
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: You can choose which termination reasons appear and their order.
If required, enter any additional comments.
Click Terminate.
📎NOTE: This doesn't terminate them in your payroll software if you use Sage HR integrated with Sage payroll software.
If you integrate with Sage 50 Payroll UK, if the employee has their HR record linked with their payroll record, a request is sent across to payroll. A payroll admin can then accet or decline this request to import leaver information into Sage 50 Payroll.
What happens next?
A terminated employee no longer shows as an active employee. They won't appear in a search or appear in the Company Directory.
📎NOTE: If you select a future date for termination, this only happens after that date.
Terminated employees show in your terminated employees report. You're automatically taken to this after you click Terminate.
You can click on their name to access their profile
If you no longer want any record of the employee in your Sage HR, you can permanently delete them from this report
Can I undo a termination?
How to reverse a termination depends on whether you have Sage HR integrated with Sage payroll software or not.
FAQ
Check out our FAQ for answers to common questions about terminating employees.
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