How to terminate an employee or set a staff contract end date



If a member of staff leaves your employ you can terminate the employee but still store their data.  To do this firstly click on Staff  in the left-hand column and then click on the Cog next to the member of staff who has left the company and you will see a dropdown with End employment.  End employments can be to end a full time member of staff or create a reminder in the future that someone's contract is coming to an end.


When you click on End employment you will see a dialog box where you can complete details about the staff member's reasons for leaving the company and the employment end dateYou will see that there is a link in this dialog box to Setup your employment end date reminders.  If you click on this link it takes you to your Reminders tab in your Company Settings, where you can choose to set email reminders about upcoming employment endings.



If none of the Termination types or Termination reasons are applicable to your employee, then you can click on the green cog next to those titles and you will be able to add your own types and reasons and add them to your list


Another dialog box will then pop up asking to choose an option that best describes that employee's current working pattern


A new dialog box will then pop up showing you the amount of holiday allowance owed to the employee.  You can change values in the text boxes or alternatively update the total time owed before saving.  Then click on End employment


Your staff member will be removed from your Staff directory once the termination date has passed.



If in the future you need to look at the ex-employee's details or reinstate them back into the company, you can do this by clicking on Staff directory in the left-hand column


and you will see a link in the right-hand column under Browse staff by group
entitled Ex-staff. This is where all of your ex-employees are stored.


If you hire contractor's or any other form of temporary staff you need to keep track of when their contract will be expiring.

You can now use the terminate date feature in Staff Squared to do this.

From your Staff Directory list choose the name of the contractor and then click on the Cog.  Choose End employment



Complete the form with the details of when the contract comes to an end.  If you click on Setup your employment end date reminders it will take you to your Reminders tab in Company Settings and you can set up the frequency of your reminders. Then click on End employment.




You will then get a dashboard notification and email reminder telling you when the contract is coming to an end.


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