Navigate to the Employees app.
Open the employee’s record you want to terminate.
Click the gear icon (⚙) in the top-left of the form view.
Select Archive, which brings up the Employee Termination wizard.
Fill out the form:
✅ Departure Reason: e.g., Fired, Resigned, Retired, Became Freelance.
✅ Contract End Date.
✅ Detailed Reason (optional notes).
✅ Close Activities: Checkboxes to automagically cancel related appraisals, contracts, company car assignments, time off, etc.
✅ HR Info: Optionally send an “access link” to the employee’s private email so they can retrieve their HR documents.
Click Apply to finalize. The record becomes archived, activities are closed, and a banner (“Archived”) appears on the employee’s form.
If the access link was not sent, you can always open the archived employee via the Archived filter in the Employees app and resend it later using the gear icon to Send HR Documents Access Link.
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