Terminating an Employee
There are two ways to terminate an employee.
Method 1
Go to Payroll > Employees.
Select the employee you wish to terminate and click edit.
Enter the termination date under the Employment Details section and press save.
Method 2
Go to Payroll > Employees.
Select the employee and click the terminate icon in the actions bar.
This will bring up the 'Terminate Employee' modal.
Fill in the 'Termination date' field, and if required the 'Termination reason'. Select all the required settings and click the Terminate button.
Options in the Terminate Employee modal
Print Jobs Plus report: generates the report to be sent to JobsPlus.
Lock User from Portal: the employee will not be able to log in to the Portal from the termination date onwards.
Cancel All Leave after termination: automatically cancels any leave booked that falls after the termination date.
Update Leave Entitlement: updates the employee's Leave Entitlement so that the system works it out pro-rata based on the termination date.
Disable Leave Payoff: disables the Leave Payoff for the employee.
Remove from Organisation Chart: this removes the employee from the Organisation Chart on the termination date.
Remember settings: tick this box to ensure Indigo remember the current settings in the Terminate Employee modal for future use.
If an employee is terminated during the payroll month, the system works out the pro-rata salary payment and recurring pay items. Pending leave and pending bonuses will be paid off in the employee's final payroll up to the termination date.
To see how leave is paid off upon termination, click here.
Any calculations can be previewed by calculating the employee's final payroll. You can delete the calculation afterward or insert pay items to adjust the pay if needed.
Terminating an employee with existing shifts in the Scheduler
If the employee you are terminating has existing shifts in the Scheduler, the system will prevent the termination from being processed.
There are two ways to amend this:
Method 1: Set the employee's Termination date in the Employee Details section to the date of the last shift.
Method 2: Delete shifts in the Scheduler before terminating the employee.