Overview
This article explains how you can flag an employee in a single role as a leaver.
Instructions
Follow these steps to flag an employee in a single role as a leaver:
- From the organisation chart, or using the search feature, locate the leaver whom you want to remove, and open their employee record.
- Select the Personal tab.
- Select the Employment section.
- Select Key actions to expand:
- From within Key actions, select Make this person a leaver.
- Complete the Leaver details:
- Enter the Leaving date (last day of paid employment).
- Select a Reason for leaving. If the reason selected is Died in Service, inform Juniper Education by raising a ticket.
- Select a Last working day, then check the Country is United Kingdom and optionally complete the other fields.
- Re-employable: Select Yes or No.
- Exit Interview: check to record this has been completed.
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New employer name and address details.
Populating additional fields is optional and depends on the level of detail you want to record about its leavers. Some organisations choose to track where leavers are going, such as competitors, to identify trends or assess potential risks.
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Check Make the job/s inactive on leaving date?
Roles must always be closed when vacated, except in cases of Fixed Term Contract roles which are extended.
A new role must be created if a replacement is needed.
- Select Save.
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When prompted, select Yes to complete the action:
Outcome
The employee is flagged as a leaver.
After an employee leaves a role, that role is closed. If a new employee is needed for the role, a new role must be created for the new person.
Once a person has been made a leaver, their profile will remain accessible until their leaving date.
Employee self-service access stops the day after leaving, payslips and P60s must be downloaded by the employee before they leave. In the future, this may be extended to 30 days access after leaving.
After the leaving date has passed, to access their profile, the effective date must be set to a time before the person left. See People First: How do I locate, and view a leaver's details? for further information.
Related information
- People First: How do I flag an employee as a leaver (multiple-roles)?
- People First: How do I reinstate a leaver?
- People First: How do I locate, and view a leaver's details?
Updated