When an employee leaves or plans to leave your company, you need to terminate them in Sage HR. Termination removes them from active lists without deleting their record.
This action hides the employee from the Company Directory and searches. Their details remain available in the terminated employees report.
Before you start
Ask the employee to download any documents they need before termination
Remove the employee as a team manager and assign a new team manager if needed
Remove the employee as a direct manager and reassign their direct reports to new direct manager
Submit and approve the employee’s final timesheet if you use Timesheets
Remove or reassign any future shifts if you use Shift Scheduling
If the employee is an admin, change their access level from Administrator to Employee before terminating — see Remove admin access
Steps to terminate
Go to the employee’s profile as an admin user.
Open the Employee tab.
Scroll to the bottom of the page.
Select Terminate.
Enter the leaving date, or choose a future date if they haven’t left yet.
Select a termination reason.
Add comments if needed.
Select Terminate.
📌TIP: You can choose which termination reasons appear and their order.
If required, enter any additional comments.
Click Terminate.
What happens next?
The employee no longer shows as active
They don’t appear in searches or the Company Directory
Sage HR adds them to the terminated employees report
If you set a future termination date, Sage HR only makes the employee inactive after that date.
A terminated employee no longer shows as an active employee. They won't appear in a search or appear in the Company Directory.
Important notes
You can open the terminated employee’s profile from the Terminated employees report
You can permanently delete the employee from the report if required
Undoing a termination
The steps to undo a termination depend on whether you use Sage HR with Sage payroll software.
FAQ
Check out our FAQ for answers to common questions about terminating employees.