How can we help you?

Terminate Employees

owner.png

Terminated employees refers to former employees who have since left your organization. In this article, we will cover:

 

Pre-Termination Checklist

Before terminating an employee profile in Greenhouse Onboarding, your organization will want to ensure that any direct reports, open tasks, or planned tasks are reassigned to another employee. Follow the checklist below to ensure a smooth transition once the employee profile is terminated:

Reassign Direct Reports
Reassign/Delete Open Tasks Assigned to the Terminated Employee
Delete Open Tasks Assigned for the Terminated Employee
Reassign Any Planned Tasks

Once you have completed the above reassignments/deletions, you are ready to terminate an employee profile.

 

Terminate Employee

To terminate an employee in your organization from Greenhouse Onboarding, use the provided search function in the navigation bar to navigate to the employee profile

Screen_Shot_2019-04-01_at_11.18.06_AM.png

From the employee profile page, click on the Admin tab, navigate to the Employment Status panel, and click Edit.

Screen_Shot_2019-04-01_at_11.24.56_AM.png

Use the Employment Status drop-down menu to change the status to Terminated and input the Date of Termination. When you have finished, click Save.

Screen_Shot_2019-04-01_at_11.28.10_AM.png

A dialog box will ask you to confirm the termination of the employee and summarize the effects of this termination.

Screen_Shot_2018-02-12_at_10.39.03_AM.png

To confirm the termination, click Terminate Employee.

 

View/Manage Terminated Employee Profiles

The terminated employee will still appear in Tasks searches and Reports until their termination date has arrived.

Once an employee's termination date has passed the employee's profile will be hidden from all other employees in your organization and will be removed from Tasks searches and Reports.

However, users with Coordinator and Owner level permissions can still use the search feature in Greenhouse Onboarding to see terminated employee profiles.

Screen_Shot_2019-04-01_at_11.30.27_AM.png