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Terminate an employee record

In this article, we explain how to terminate an employee record.

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Written by Lucy Robbie
Updated this week

These records still exist, rather than being deleted, so you can reactivate them at any time.

Terminate an employee

To terminate an employee record, please follow these steps:

  1. Click HR.

  2. Click Employee, then click Find.

  3. Then click into Find.

  4. Click into the employee's record.

  5. Under QuickLinks, click Terminate.

  6. Enter all of the required information.

  7. Click Save.


Reactivate am employee

If you need to reinstate a service user record after they've been terminated, follow these steps.

  1. Click HR, then click Employee.

  2. Click Find, then change the status to Terminated.

  3. Select the relevant employee.

  4. From the QuickLinks click Terminated.

  5. From the QuickLinks click Reinstate.

  6. In the pop-up type Confirm, then click Reinstate.


Edit a terminated record

In fluctuating business environments, data accuracy is crucial, especially when organisational changes happen. For example, terminated records may need updates to reflect changes like branch rebranding.

To maintain consistency, these records should be temporarily reinstated so that necessary updates can be undertaken. Any modifications must be dated before the original termination date. Once the updates are complete, the record can be terminated again using the correct dates.

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