Terminating an employee

Terminate an employee

1. Open the employee detail page.
2. Click the Offboarding tab.
3. Click Terminate employee.
4. Fill in:

Required

• Termination date — the date employment formally ends (last day on the books)
• Last day worked — if different (e.g. garden leave with notice paid out)
• Reason — resignation, dismissal, redundancy, end_of_fixed_term, retirement, mutual_agreement
• Voluntary — yes for resignation, no for employer-initiated

Position lifecycle

• Keep position open (checked): the linked position flips back to status=open, ready for backfill recruitment to fire
• Keep position open (unchecked): the linked position is closed; any direct reports of this position have their reports_to cascaded up to the grandparent so there are no orphans

What is calculated

• Accrued holiday balance — based on contract entitlement vs leave taken at the termination date. Shown on the offboarding tab so you can include the payout in the final pay run.
• Statutory redundancy pay — for reason=redundancy only. UK formula: age multiplier × years of service × weekly pay (capped at the statutory weekly cap, max 20 years).
• Offboarding tasks — from the template (equipment return, access removal, exit interview, final pay run, P45).

What happens to payroll

The active contract is closed (effective_to = termination date). The next pay run will include any pro-rated final pay + accrued holiday payout + redundancy if applicable.