Marking a staff member as a leaver

Marking a staff member as a leaver

To mark a staff member as a leaver you will need to enter their notice given date, last date of work and leaving date in their Personnel Records. To do this, you will need to open to their Personnel Record navigate to Employment>Employee Leaving:

Enter the Leaving Date and Last date of work highlighted above. Saving the Personnel Record will trigger the Post End Wizard:

The next screen will highlight how many future shifts the staff member is in and will be removed from. Please note, these will just be shifts after  the 'Last day of work' date:

Next, you'll be shown how many shifts from your Shift Pattern Manager the staff member will be removed from:

Next, you'll be shown the number of future Adjustments that will be deleted for that staff member. Please note, these will just be Adjustments after  the 'Leaving Date':

The next screen will take you to the end of the Wizard, click finish here. 

You will then be directed to a screen giving you the opportunity to view and export a list of Shifts or Adjustments that will be affected. Once you have exported the information you need click confirm and your staff member will be removed from anything highlighted above and their Post(s) will reflect the same end date as the Personnel Record. 

Any Annual Leave allowances managed by Annual Leave configurations will pro-rata based on the end date.

Your staff member will then show in the Personnel Manager highlighted either in a light green (highlighting a leaving date in the past) or a bright green (highlighting a future leaving date:

It is important to note that your staff member will still count towards your invoiced workforce level until they are either archived or suspended. 

To suspend a staff member click on their name and click 'Suspend' in your Personnel Manager:

To archive a staff member select their name and click 'Archive':

Alternatively you can go to Configuration>Default Settings>Options>Personnel and select the option to 'Automatically archive staff on leaving date'. This will automatically archive staff after their leaving date has passed: