Close employment and process a departure
Departure combines HR dates, master status, login access and operational handover. The current browser has no single atomic offboarding wizard. Each save commits separately, and disabling a User is an Administration task.
Recommended order
- Agree actual end date, last working day, termination classification/reason and rehire decision.
- Inspect every employment and its assignments, compensation and benefit enrolments.
- Close contained records so none remains open or ends after the intended employment end.
- Save and verify those child closures.
- Close employment with the full intended contract fields. If Termination Type is entered, End Date and Termination Reason are required.
- Once every employment end is strictly before server today, record TERMINATED with its own status reason.
- Separately disable/review the linked login and roles/unit grants under the approved access process.
- Hand over open operational responsibilities and review personal/supporting records where required.
Timeline example
| Date | Action/meaning |
|---|---|
| 30 November | Inclusive last employment day; contained records may end this day |
| 30 November server today | TERMINATED is still refused because employment ends today |
| 1 December | All periods ended before today; explicit termination can be recorded |
The status remains what was saved until someone changes it. No midnight job is implied. A future end date can already show the generic closed marker in a tab; inspect the actual date instead of treating the marker as completed offboarding.
Limits and recovery
Emergency contacts, dependants, qualifications, documents and work authorisations are not all employment-contained and are not automatically retired on termination. Review their legitimate retention/accuracy through the approved process. This Employee module has no automatic purge or hard-delete workflow.
If closing employment fails, inspect open/later-ending assignments, compensation and benefits, including later pages and records outside the current viewer's scope. Arrange an authorised review where needed. A failed final save does not undo previously saved closures.
The EMPLOYEE role on Party remains a classification after termination. Operational eligibility relies on current status and dated records, not removal of that role. Do not delete Party identity or reuse employee/User IDs to hide a departure.