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Terminate or delete an employee

Updated

Termination ends employment while retaining the employee's record for reporting and final payments. Deletion, however, removes the record entirely and is only for correcting setup errors.

When to Use Each Method

  • Terminate an employee directly within the employee's file: When no payments or adjustments are needed, and you only need to mark the employee as inactive.
  • Terminate an employee within a payrun: For processing final payments and reporting to the ATO.
  • Delete an Employee: Only for removing records after terminating. You can only delete an employee if they haven't been included in a pay run.

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Terminating an employee

Terminate an employee directly within the employee's file
  1. Log into your Payroll Platform
  2. Click Employee, then List.
  3. Click the employee that needs to be terminated.
  4. Scroll to the bottom of the page.
  5. Click Terminate Employee.
  6. Enter a termination date.
  7. Enter a termination reason (optional).
    Note: This process will terminate the employee and mark them as inactive. This will mean that they are no longer eligible to be included in pay runs.
Terminate an employee within a payrun
  1. Log into your Payroll Platform
  2. Click the   Pay Run menu.
  3. Click the pay run that needs an employee to be terminated.
    Accrued_1.jpg 

  4. Click the employee name who needs to be terminated.
     

    Warning

    An employee included in an un-finalised pay run means you can not use the Terminate Employee feature. You will need to finalise any existing pay runs first and then process their termination.

  5. Click the Actions   button.
  6. Click the Terminate Employee button.
    Terminate_1.jpg
  7. Complete the following fields:
    • Termination date.
    • Termination reason.
  8. Click the Save button.
Cancel the employee termination
  1. Log into your Payroll Platform
  2. Click the   Pay Run menu.
  3. Click the pay run that needs an employee termination cancelled.
    Accrued_1.jpg
  4. Click the employee name who needs a termination payment cancelled.
  5. Click the Actions   button.
  6. Click the Cancel Termination button.
    Terminate_3.jpg 

Deleting an employee

Delete an employee directly within the employee's file

Employees can only be deleted if they have not been included in any pay runs. Deleting an employee cannot be undone and you will not be able to retrieve this data.

  1. Log into your Payroll Platform
  2. Click Employee, then List.
  3. Click the employee that needs to be deleted.
  4. Scroll to the bottom of the page.
  5. Click Delete Employee.
  6. Click Delete.
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