On / Off Boarding | Terminating an Employee

On / Off Boarding | Terminating an Employee

About

When an employee needs to be disengaged from the company, a termination may be captured on the employees Tax Profile screen.  

Edition

This feature is available on all PaySpace editions.
      Navigate > Employee > Basic Information > Tax Profile

      
      
      Navigate > Employee > On/Off Boarding > Terminate

      

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 on the employees Tax profile screen.

Complete the termination fields and details and select to update:

 



The Tax Profile Screen after completing the termination details:



The Termination Notification will be visible on the Location Menu.

The Location Menu



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 + Payslip to generate a payslip record.

The Payslip View Screen



Generating the P45 termination certificate

A P45 is a termination certificate that is issued to a terminated employee.

The employees P45 certificate may be downloaded on the Tax Profile screen and can be located on the top right hand corner of the screen.

      Navigate > Employee > Basic Information > Tax Profile

      

An extract of the P45 certificate





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:



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. 

Navigate > Reports > Reports > Standard > Category Heading: HR

An example of the New Engagements and Terminations Report

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