Employees must be processed as leavers in the system to ensure their records are closed correctly. This can be done individually using the Leaver Workflow, or if handling a large number of leavers, through a data import.
The steps below outline how to carry out both methods.
Process a leaver
To process a leaver, follow these steps.
Under Employees, click Employees, then click Leaver Workflow.
From the list, select the employee, then Continue.
Enter values in the fields on the form.
Select a Leaver Rule.
Click Save & Continue, then click OK.
📌 Note: Files from the document store that are linked to the employee’s record will have to be manually deleted.
Process leavers in bulk
There is no way to execute this workflow for multiple employees at once.
If you have a large number of employees who need to be made leavers, you will need to process a data import.