Headcount reporting: Employee termination

Overview

There will be instances where an employee agreement has ended with your organisation and the employee will need to be off-boarded and terminated. These cases can range from resignations right through to terminations and form a core part of managing your the workforce within your organisation.

The Employee Termination Reporting feature allows you to create a report that shows you a list of your organisations  terminated employees, their location and the termination type assinged to their record. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV supported program like Microsoft Excel.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting Started

Creating an employee termination report
  1. Click the Reports menu.
  2. Click the Headcount Reports submenu.

    Helpful Hint

    You will now see the overview page, which displays the Headcount and Termination graphs.

  3. Click on the Termination graph.
    Termination_1.jpg
  4. Chose from the following filters:
    • Date filter.
    • Termination type.
    • Location.
  5. Click the Filter button.
    Termination_2.jpg

Maintain

Downloading your employee termination report
  1. Click the Reports menu.
  2. Click the Headcount Reports submenu.

    Helpful Hint

    You will now see the overview page, which displays the Headcount and Termination graphs.

  3. Click on the Termination graph.
    Termination_1.jpg
  4. Chose from the following filters:
    • Date filter.
    • Termination type.
    • Location.
  5. Click the Filter button.
  6. Click the Download CSV button.
    Termination_3.jpg

Further Information

How does this report record an employee termination?

The Employee Termination Report will show:

  • Employees that are currently terminated.
    • Limitation:
      • If a member has been terminated then had their account reactivated, they will not be reportable.
  • One termination record per employee record.
    • Limitations
      • If a member is terminated, rehired and then terminated again, we will only record their latest termination date i.e. the first termination date will not be reportable. 
      • If a member has multiple termination records due to changes in termination types or dates, only the latest record will be reportable.
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