Employee leaves the company
Period end
Situation
HR terminates an employee.
Recommendation
Terminate — pending Leave is cancelled, the User deactivated and the offboarding checklist opened.
Why
One action handles it all: pending leave in the right year is cancelled, the account locked, handover tracked by checklist.
Steps
- Terminate on the employee record.
- Check pending Leave was cancelled.
- Check the User is deactivated.
- Complete the offboarding checklist.
Avoid
- Only lock the account without terminating.
Roles & permissions
HR.