Before You Start
An employee’s Termination Date is entered in the Employment tab of their user profile. Before the system will allow a Termination Date to be saved, you will need to ensure that all jobs assigned to the employee have a finish date that falls on or before the Termination Date that you’ve entered.
Set a Termination Date and Reason
To set a Termination Date:
Go to Users > Employees > select the employee > Employment.
Enter the Termination Date or select a date from the calendar.
Select a Termination Reason from the dropdown list. The list will include reasons that have been configured in the portal that are both Enabled and match the employee’s region.
Enter a Termination Note. This is a free text, optional field you can use to record termination details or other information related to the employee’s termination.