There are a few steps to terminating an employee, the below article will outline these steps and some recommendations.
Termination:
Setting a "Termination Date" for an employee will automate much of the process for you, there are a few other recommended, but not required steps!
Step 1
Under the Employee Profile
Setting a Termination date will do the following to the employee
Move them from the Active Employee List to the Inactive Employee List
Automatically lock the Employee User Account,
Remove any availability under the availability tab after that date.
We do not recommend adding the termination date until after the day the employee was terminated has passed!
Setting the termination date immediately removes the employee from being able to add payroll information, reports that count current employee information, and other functionality.
Step 2
A lot of partners and companies, like having a way to see why an employee was terminated or options to leave a "reason for termination", MaidCentral Allows you to do this through adding a Note!
At the top right of the employee profile, clicking the "Add note" under - Actions button - will allow you to create a note that will appear under the employee notes at all times!
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Please Note* A list of terminated/Inactive employees can be found under the Employees Tab > Search Employees. As seen below, you will need to show the advanced filter, and check "Show Terminated"
Step 3
Although adding a termination date automatically locks the employee's user account, we recommend removing their email from the user account field by changing the email associated with the user.
Under the Employee profile > User Account Tab, you can select " Change Email/Username" and set a new username for the account
Recommending Throwaways
(EmployeeName)[email protected]
(Random)[email protected]
-any random series of (letters+numbers)@ (something) . com will work -
(try not to use gmail, yahoo, comcast or real website for the .com_