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.
Navigation Path
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
You may also be interested in
Related Articles
Classic | 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 Employee Tax Profile Screen. Please note: Click on any image in the article to enlarge. NextGen ...NextGen | The Tax Profile Screen
About The Employee Tax Profile Screen stores information relating to the employee’s tax calculation. A history of tax records will accumulate at the bottom of the Employee Tax Profile Screen, should an employee be terminated and re-instated starting ...Classic | The Employee Tax Profile Screen
About The Employee Tax Profile Screen stores information relating to the employee’s tax calculation. A history of tax records will accumulate at the bottom of the Employee Tax Profile Screen, should an employee be terminated and re-instated starting ...NextGen | Reinstating an Employee
About An employee may have been incorrectly terminated or may have decided to return to the company to continue employment. In these scenarios, the employee’s record needs to be reinstated. Reinstating an employee is also processed on the Tax ...NextGen | Suspending an Employee
About When an employee goes on maternity leave or needs to take a leave of absence, you can suspend the employee. Suspensions are processed on the Suspension Screen. Please note: Click on any image in the article to enlarge. NextGen or Classic The ...