How do I mark an employee as a leaver?

Modified on Tue, 30 Sep at 1:35 PM


Step 1: Locate the Employee

  • Use the Search Employee feature.
  • Type the employee’s name and select it from the drop-down to open their profile.

Step 2: Mark as Leaver

  • Inside the employee’s profile, click the “Mark as Leaver” button.

Step 3: Fill in Leaver Details

  • A Leaver Details pop-up will appear.
  • Enter:
    • Contract End Date
    • Choose whether to Approve or Cancel any outstanding leave requests
  • Click “Mark as Leaver” to confirm.

Step 4: Confirmation

  • The employee’s profile will now show their Contract End Date.
  • The system will automatically archive the employee once this date is reached.

Optional: Archive Early

  • If you want to archive the employee before their Contract End Date:
    • Click “Mark as Left” in their profile.

Final Outcome

  • Once marked as Left, the employee will:
    • Be removed from the Employee Management section
    • Be moved to the Archived Employees section

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