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.
📎NOTE: This doesn't affect an employee's record in your Sage payroll software if you have it integrated with Sage HR.
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?
When an employee is terminated, they no longer show 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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