NextGen | Terminating an Employee

NextGen | Terminating an Employee

About

When an employee resigns from the company, a termination needs to be captured during the employee’s final pay run.  Terminations are processed on the Tax Profile Screen.

Please note: Click on any image in the article to enlarge.

NextGen or Classic

The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable. 

This article covers Terminating an Employee for the new and improved NextGen version of the system.

An Example of the NextGen Landing Page


To access the article that explains the same for the Classic version, please select this link:   Classic | Terminating an Employee

An Example of the Classic Landing Page


Edition

This feature is available on Lite, Premier and Master.





Ensure that the correct employee is selected.

The Location Menu


Termination Fields

To start the action of terminating an employee, select the option, Terminate Employee.

The Tax Profile Screen: Before


The Tax Profile Screen: During




The Tax Profile Screen: After


The History Grid will be updated with the temination date.

The History Grid


The Leave Pay was automatically paid.

The Payslip Edit Screen


The Leave Balance reflects zero.

The Leave Balances Screen


The Termination Notification will be visible on the Location Menu.

The Location Menu


Video: Terminating an Employee


Generating a Payslip

Although an employee has been terminated, a payslip within the tax year can still be created should payments be due.  Click on + Create to generate a payslip record.

The Payslip View Screen


Generating the UI-19 (Tax Country: South Africa)

Once the employee has been terminated, you can export the UI-19 report.  The UI-19 report is available from the Reports Screen, Category Heading: Legislation.

The Legislatige Category Heading Expanded


An Example of the UI-19 Report


Tip
The UI-19 is date driven.  You must have processed the employee’s termination.  If not, the report will return nil results.

Reporting Lines

If an employee who has subordinates reporting to them resigns, you will be prompted to change the reporting lines of the subordinates when processing the termination.

The Reporting Line Changes Screen


For more information on how to use Bulk Actions, please select this link: REPLACE

Important Comments

Terminations Within the Tax Year
Before the tax year end, you should ensure all employees have been correctly terminated, as an employee cannot be terminated in a previous tax year.  An employee can still be terminated one month after leaving.  If more than two months have passed, please contact the Support Centre for assistance.
Tip
When searching for a terminated employee, remember to select the Incl. Terminated Box on the Employee Search Screen.

The Employee Search Screen

The New Engagements and Terminations Report
To extract a listing of the new engagements and terminated employees for a chosen period, print the New Engagements and Terminations Report.  This report is available from the Reports Screen, Category Heading: HR.

An Example of the New Engagements and Terminations Report



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