Table of Contents
Terminating an Employee
Go to HR > Main > 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 as soon as you put in the termination date.
Import & assign Offboarding Tasks: assigns tasks whose Task Type is 'Offboarding' to relevant people according to how the task is set up.
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.
Assigning Offboarding Tasks
Assigning Offboarding Tasks
When terminating an employee, you might need the people involved (the manager, the terminated employee or both) to perform actions relevant to the offboarding process. This could also work as a notification about the employee's termination.
To do so:
Ensure you've created the necessary task templates in Task management.
Set up who the task template will be assigned to (who needs to complete it).
Choose the 'Offboarding' Task Type at the task template creation.
More on step 1-3 here.
Tick the Import & assign Offboarding Tasks box in the Terminate Employee window, when terminating the employee as per the steps described above.
Ask the people to check if the offboarding tasks are showing in the My Tasks widget in their Employee Portal and if they've been notified via email.
Not sure you're familiar with Task Management? Read 👉 this article to learn more.
⚠️ Important: Please note that Task Management will be available to you if you are an HR Advantage subscriber.
Related Articles
About Task Templates in Task Management
Creating Tasks in Task Management