Overview

Learn the comprehensive employee termination process while maintaining professionalism, compliance, and organizational security. This detailed training covers the complete HR Actions workflow for processing employee separations with proper documentation and legal considerations.

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Key Learning Objectives:

• Navigate the HR Actions termination interface effectively
• Complete termination details with proper status and reason classifications
• Manage COBRA benefits continuation and final pay processing
• Execute confirmation workflow with comprehensive documentation </aside>

Training Video

https://app.arcade.software/share/iI08J9VPeva5PLX1BZhS

Quick Reference Guide

Click the link below to download the guide as a PDF

employee_termination_guide.pdf

Follow these 11 essential steps:

1. Open Manager Dashboard - In the Employee Portal, switch to the Manager Dashboard view
2. Go to "My Employees" - Select My Employees to see your team list
3. Choose the employee - Click the employee you intend to terminate to open their record
4. Select the HR Actions menu - Access HR Actions from the employee's profile
5. Open the termination form - In the record, select Termination and click Terminate Employee
6. Set status & date - Select Termination Status and Termination Date (When the COBRA popup appears, choose Yes, create record or No to terminate benefits)
7. Fill core details - Complete Termination Reason, Last Day Worked (optional), Rehire Eligible (Yes/No), and check Disable Direct Deposit if needed