Terminating an employee

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Terminating an employee

Access: Employee file > Employee > Profile > Employment and compensation

Things to remember

A user must have a Complete access to Personal information (User management > User profile > Access to functions > Confidential data section) to view or modify the Social Insurance Number, date of birth, age, Health Insurance Number, licence number – classification and user code.

If the user has a Personal information access checked at None, fields which usually contain this personal information contain no values.

 

1Under Employment, select “Terminated” in Employee status when employment is terminated permanently, or select “Inactive” when employment is terminated temporarily.

2If you configured the system to launch the automatic termination actions (see Configuring automatic employee termination tasks), click hmtoggle_plus1 here. Otherwise, go to next step.

a)The Term. pay payment is displayed under Employee status.

b)Select the desired remuneration type for the remaining vacation entitlement (vacation balance):

▪“With the pay” to calculate the balance and include it with the current pay;

▪“On a separate payment” to issue a separate payment to pay the balance;

▪“Do not pay” to specify that the remaining vacation entitlement is not to be paid.

Important

With the “On a separate payment” and “With the pay” options, the termination pay is issued on the same date as the current pay. To issue the termination pay before this payment date, please contact our customer service by submitting a request in the Contact us function (Docum > Contact us).

3Enter the employee’s Last day paid.

Important

The Last day paid can be in a previous, current, or future pay period. However, if the Last day paid is in a future pay period, you must enter a separate payment with the type “Another pay period” before modifying the Employee status and producing the record of employment.

 

4Select the Reason for issuing ROE.

5Select the code 1 Not eligible to access any dental care insurance, or coverage of dental services of any kind in the Offered dental protection. For more information, click here.  

Important

Be sure to select the appropriate Reason for issuing ROE.

6In Internal memo – Explanation regarding the termination, enter additional information, if needed.

7Click on Save.

Things to remember

▪If “Terminated” is selected in Employee status, you will be automatically redirected to the Generate a record of employment function. If “Inactive” is selected, you will need to access the Generate a record of employment (Employee file) function, see Generating a record of employment (ROE).