When someone leaves

Record why and when they left, the final paycheck date from your state's rule, what has to come back, and switch their login off.

WhereTeam & Time›Employees›a person›Details›Offboarding

When a person leaves, their record walks you through what is left to do: the final paycheck, the things they have to return, and switching off their login. Their history stays.

Steps

  1. Open Team & Time, Employees and open the person's record.
  2. On Details, find Offboarding and press Start offboarding.
  3. Pick Leaving because: They quit or Let go or laid off. Set the Last day worked and the Next regular payday, then press Start.
  4. Check the Due date for the final paycheck. It comes from your state's rule. When it is paid, fill in Paid on.
  5. Under To come back, tick each item as it is returned. Type Something else to return and press Add for anything not listed.
  6. Press Switch the login off, then Yes, switch it off.

Good to know

  • Switching the login off moves their open tasks to whoever does the filings. The message says how many moved.
  • The record keeps how long to keep their I-9 ("Keep the I-9 until ...").
  • Include past employees on the Employees list shows people who have left.
  • Offboarding is for people with HR access, and never on your own record.

If something goes wrong

  • There is no Offboarding section. Your role does not have HR access, or this is your own record.
  • The Due date is empty. Set the Next regular payday; in some states the date depends on notice, so set it by hand.
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