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How to terminate an employee

How to terminate an employee


Description of Issue

How do I terminate an employee?

Context
  • Payroll
  • Employee Master
  • Terminated Employee Master
Cause

Instructional

Resolution
  1. Reference Moving Employee Master records to the Terminated Employee Master.
  2. Confirm you are certain you will no longer need to include this employee in any EERP processing, or reporting going forward. 
  3. If you are certain, open the Employee Master program.  (Payroll > Employee Maintenance > Employee Master)
  4. Search for the employee to be terminated
  5. Click Terminate
  6. Output prompt will display. Select preferred option to view the proof (PDF) then click Ok.
  7. Terminate Proof Report will be created. 
    1. Review proof and note if any reason codes display.
Additional Information
  • The Terminate function in the Employee Master program will terminate all records in your active find set.
  • If the employee cannot be terminated, Reasons Codes will show on proof report noting why:
    • CY - An employee with pay/deductions in the current year cannot be terminated.
    • LY - Employee has pay/deductions from prior year. For W2/1099 reasons this
      employee cannot be terminated until February 1.
    • EC - Employee has an incomplete checklist.  





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