How to Terminate Employees in Core HR

Terminating an Employee with Benefits

  • From the menu, expand Employees, expand Benefits, and click Benefits.

    Menu_-_Employee_-_Benefits_-_01.png

  • Click Terminate.

    Employee_-_Benefits_-_Terminate_-_01.png

  • Confirm the Employee Status says Terminated and that the Benefit Status says Inactive.
    • You can also enter a Termination Date and Termination Reason (if any). Finally, verify the Lock the Account of this Employee is marked.
    • Once those selections are made, you can choose the termination date and hit Apply to All or enter the termination date as it applies to each benefit.

    Employee_-_Terminated_-_02.png

  • Once you have completed the steps above, click Terminate.

Note: To verify you’ve terminated correctly, you can check the Change Log.

Terminating an Employee with No Benefits

  • From the menu, expand Employees, expand Employees, and click Demographic Info.

    Menu_-_Employee_-_Demographic_-_02.png

  • On the Employee tab, change the Employee Status to Terminated and ensure the Benefit Status is on Inactive.
    • You can enter a Termination Date and Termination Reason (if any).

    Employee_-_Employee_-_02.png

  • Click Save when finished.
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