Terminating Employees

To terminate an employee, click on Employees / "Edit" on the relevant employee / Enter a termination date.

Once this is entered, you will then be prompted to select a termination reason from a drop-down list. This selection allows you to report on terminated employees at a later stage via the Report Builder.

To learn more about the Report Builder, please click here.

The termination date will now appear next to the employee on the employee listing page, as well on the dashboard of the employees' manager, and those with Admin: Companies authorities' dashboard. 

Seven days before the termination date occurs, the termination report will appear on the employee bio.

To learn more about termination reports, please click here.

After an employee has a termination date set on their profile, their manager will receive an email alert notifying them of the employee's termination date. This email can also be sent to other interested parties, such as the IT department, as required. Seven days before the termination date, the manager and employee will receive a termination report email advising everything that needs to be returned. 

On the actual termination date, the employee record will automatically become inactive at 6pm, and any login details for the employee will be revoked.

To view inactive employees after they have been terminated from the company, click on Employees and change the Status drop-down to 'Inactive'. 

Should you wish to rehire the employee at a later stage, you can search for their inactive record, remove the termination date by clicking 'Edit' on the relevant employee, and remove the termination date. You can then change the Start Date and the Role Start Date as applicable. 

If an employee plans to leave the company for a short period of time (such as for parental leave or a sabbatical), you have the ability to make them an Inactive employee by clicking 'Edit' on their profile, and changing their status to 'Inactive'.

By doing this you will stop receiving alerts whilst they are not at work, and they will not have access to their Engage accounts during this time. 

When they return to work, you can reset their status to 'Active', and alter their Start Date / Role Start date as per above. From there, the employee will be able to sign back in, and you will continue to receive notifications for this employee as per normal. 

If you have any further queries about Engage or Terminating Employees, please email support@engagesolutions.co.nz and we will get back to you as soon as we can.