Terminating an employee is one of the hardest tasks for a human resources (HR) professional. Whether it's a farewell or an end to a tough collaboration, the process must be handled with professionalism, accuracy, and care. If you are tasked with terminating an employee in Paylocity HR & Payroll, it’s important that you know exactly how to do it.
Keep reading this detailed guide on how to terminate an employee in Paylocity and ensure no mistakes are made in the process.
- Access the software by logging in with your credentials
- Go to the ‘HR & Payroll’ dashboard
- Find the employee you want to terminate and click on the three dots in the ‘Actions’ column
- Afterwards, press ‘Edit’ and select ‘Work’ tab from the navigational bar on top
- Click on the ‘Change Employee Status’ button
- Under the ‘Select HR Action,’ choose ‘Status Change Termination’
- Choose ‘Terminated’ in the ‘Employee Status’ option
- Enter the termination date
- Select ‘Termination’ in the ‘Change Reason’ section
- Use the dropdown menu under ‘Begin Check Date’ to select the first payroll date the employee should be excluded from and click the ‘Save’ button
Following these steps will successfully terminate the employee.
Offboarding an employee can be challenging, but by knowing the right steps, you can handle the process efficiently. By following the steps we have outlined above, you’ll be able to terminate an employee and remove them from the payroll, ensuring smooth and accurate offboarding.
If you are unsure about any of the steps or find the interface to be different or confusing, you should always contact someone in your company who has extensive knowledge of the platform.