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How to terminate an employee using termination forms
Only users with termination permissions (such as managers or HR administrators) can initiate or approve terminations.
Go to the employee’s profile, click Actions, and select Terminate Employee.
Select either the default termination form or a custom form you have created.
Fill in all required fields and add any optional information if needed.
If the employee has direct reports, mark the checkbox to reassign them to a new manager.
Check the box if you want to stop any ongoing workflows the employee is involved in.
Review all entered data and the changes that will be applied. Once submitted and approved, the employee’s profile and lifecycle table will be automatically updated.
Managing subordinates after employee termination
In PeopleForce, if the employee you are terminating has subordinates, the system will show a list of those employees and ask you to choose what should happen next. You will have two options:
Do not assign a new manager
The subordinates will temporarily remain without a manager from the termination date. You can assign a new manager later.Assign a new manager
You choose another employee who will become the new manager for all listed subordinates, starting from the termination date.
Recording employee's last working day
After saving the record, the employee's card will display crucial information about their last working day. It's important to note that this termination data will only be accessible to the system administrator, ensuring privacy and confidentiality for other employees.
Auto-unassign terminated employee from workflow
HR or managers with permission to termainate reports can automatically stop workflow tasks and notifications when terminating employees during their onboarding period, if the workflow was triggered by the date-related attribute first day of employment.
Termination settings are only shown if there’s something to show. If employee termination request is submitted for does not have any active workflows or subordinates then Termination settings will not be shown.
How to edit the termination
To adjust termination details, follow these steps:
1. Access the employee's profile.
2. Navigate to the Job tab.
3. Select the Lifecycle widget.
4. Choose the record for editing by clicking the three dots icon.
5. Make the necessary changes as needed.
Important! Once the employee's last day of employment has occurred, the user will lose access to the system and can no longer log in to their account.
Where to find a terminated employee
After the last working day, you can find a terminated employee in the Directory section by selecting the "Terminated" filter (if you do not have access to it - contact your account administrator).
Revert the termination
You can cancel a termination by selecting the "Revert termination" option under the Actions button. Cancelling a termination will remove the current termination details and move the employee back to the Employed state as if termination never happened. This option is helpful to revert accidental termination.
