Use the Separate Employee process to update an employee’s status when their work ends at one or more legal entities or locations. This process, available from the Action menu on the employee record, removes the employee from future pay runs, records separation details for compliance, and keeps payroll data accurate.
When an employee is associated with multiple payroll companies, they can be separated from one or all of them at the same time. After separation, payroll records and job histories are updated automatically, and rehire eligibility can be managed through the Rehire process.
Security
Only users with the following permission will be able to separate employees:
Labor
Employees
Separate Employee
Separate an Employee
Click steps to expand for additional information and images.
1) Open the Action menu on the employee record.
2) Click Separate
3) Choose the legal entities for the locations the employee will be separated from.
4) Mark employee as inactive.
When unchecked a warning callout appears:
5) Enter the Separation type.
6) Select if the employee is eligible for rehire.
7) Enter the Separation date.
Must be on or after the employee’s most recent job start date. Dates before that are disabled (greyed out).
8) Add Notice date. (Optional)
9) Add additional information. (Optional)
10) Upload separation documentation if required by your process. (Optional)
11) Click Next.
12) Review the separation summary.
13) Click Complete Separation to finalize.
