When needing to terminate an employee in Core HR, we recommend terminating them through the "Benefits" menu as it allows you to terminate any benefits associated with the employee as well.

We offer a video training for this topic on Arcoro Learning.

Terminating an Employee with Benefits

1. Search for the employee that you want to manage.

   

2. Hover over Benefits and click Benefits.

   

3. Click Terminate.

   

4. Confirm and/or adjust the following fields:
   • Employee Status is "Terminated"
   • Benefit Status is "Inactive"
   • ACA Employee Status can generally be left alone as it will be used when filing ACA.
   • Employee Termination Date defaults to the current date.
   • Specify the Termination Reason (if any).
   • Select the employer, if necessary.
   • Verify that the "Lock the Account of this Employee" is marked to prevent the employee from accessing their employee portal or the Admin menu.
   
5. If the employee was participating in any benefits, choose the termination date and click "Apply to All" or enter the termination date as it applies to each benefit. The dates will default to today's date or the end of the termination month, depending on the benefit.

   

6. Click Terminate when finished.

To verify you have terminated the employee correctly, you can check the Change Log.

Terminating an Employee with No Benefits

While you can terminate an employee outside the "Benefits" menu, we recommend terminating them from the "Benefits" menu anyway.

1. Search for the employee that you want to manage.

   

2. Hover over Employees, and click Demographic Info.

   

3. On the Employee tab, change the Employee Status to Terminated and ensure the Benefit Status is on Inactive.
   • You can enter a Termination Date and Termination Reason (if any).

   

4. Click Save when finished.