Terminating an Employee with Benefits

• From the menu, expand Employees, expand Benefits, and click Benefits.

  

• Click Terminate.

  

• Confirm the Employee Status says Terminated and that the Benefit Status says Inactive.
  • You can also enter a Termination Date and Termination Reason (if any). Finally, verify the "Lock the Account of this Employee" is marked.
  • Once those selections are made, you can choose the termination date and click "Apply to All" or enter the termination date as it applies to each benefit.

  

• Once you have completed the steps above, click Terminate.

Note: To verify you’ve terminated correctly, you can check the Change Log.

Terminating an Employee with No Benefits

• From the menu, expand Employees, expand Employees, and click Demographic Info.

  

• 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).

  

• Click Save when finished.