Marking an employee as a leaver allows you to initiate the offboarding process in PeopleHR, ensuring accurate data handling and user management. To do this, watch this video or follow the steps below.
Make the employee a leaver
Click Access Button
then click Employee.
Click the relevant employee then click Overview.
Click Leaver Wizard.
Fill in the details for each stage of the wizard as described below:
Personal details
From the Reason for Leaving drop-down menu, select a reason.
From the Notice Period drop-down menu, select the relevant option.
Enter the Final Employment Date and Final Working Date.
Enter the Resignation Date then select Mark as Leaver immediately.
📌Note: Marking a user as a leaver immediately removes their access to the system and affects all related ripple processes.
Check that the remaining holiday is correct then click Next.
Employment
If the leaver has direct reports, use the Re-Assign Direct Reports drop-down menu to reassign them to another employee.
Select whether the leaver is Re-employable or not.
Add any relevant supporting comments, then click Next.
Benefits
Check any benefits you may need to recover upon the termination of employment, then click Next.
Tasks
Select the tasks the leaver needs to complete before leaving, then click Next.
📌Note: Once you add a task, you can check it out each time you go through the leaver wizard. The task needs to be actioned regardless of whether the user will be rehired or not.
Complete
Click Finish and exit.
Leaver access
When you mark an employee as a leaver, they can still access their PeopleHR profile until their final employment date if you did not mark them as a leaver immediately.
You can prevent them from continuing to log in by removing their email address from the Personal tab of their record.
If you haven't already, once the employee reaches their final employment date, we recommend you remove their email address. Otherwise, if their future employer uses PeopleHR, the employee won't be able to log in.
📌Note: A leaver's data stays in PeopleHR until you delete their profile.