How do I end an employee's employment?
Also covers: setting an end date for a staff member who's leaving or resigning, calculating final holiday allowance owed.
If a staff member is leaving your company, resigning, or being let go, you can end their employment record and set their leaving date — without losing their historical data. This process also calculates their final holiday allowance owed.
To end an employee's employment:
Open the employee's profile.
Click the cog icon in the top right corner of the profile header.
Select End Employment.
A three-step window will open:
Step 1: Employment end details
Enter the employment end date, termination type, termination reason, and eligibility to rehire.
To add a new termination type or reason, click the cog icon next to the relevant drop-down.
Step 2: Working pattern
Confirm the employee's working pattern.
Step 3: Holiday allowance
Review the recommended holiday allowance owed to the employee or the company.
Click the arrow next to "How did we work this out?" to see the full calculation breakdown.
This figure is a recommendation only. Check it carefully and edit the amount in the "holiday days owed to [name]" box if you disagree with it.
If you select "Update [name]'s allowance to reflect holiday days owed to [name]?", the confirmation button changes from End Employment to End Employment and Update Holiday Allowance.
Once confirmed, a notification appears at the top of your screen. The employee will be removed from your staff directory and lose account access once the employment end date passes.
Note: Only admin users can end employment.
How do I calculate holiday owed to someone who's leaving?
When you end employee's employment (see above), Step 3 of the process automatically calculates the recommended holiday allowance owed, based on their end date and working pattern.
Click the arrow next to "How did we work this out?" to see the calculation breakdown.
This is a recommendation only — check it and edit the figure yourself if needed.
To apply the recalculated allowance, select "Update [name]'s allowance to reflect holiday days owed to [name]?" before confirming.
How do I set a contract end date for a temporary staff member or contractor?
If you hire contractors or other temporary staff, you can set a future employment end date to keep track of when their contract expires.
To do this, follow the same steps as ending an employee's employment, but enter a future date in Step 1.
We also recommend setting a reminder so you're notified before the contract end date arrives. Find out how to set reminders.