Offboarding Employees

When an employee leaves your company, there are a few admin tasks you need to perform to ensure a smooth exit, including calculating remaining absence days and pro-rata salary. We'll show you what steps you need to take in the flair HR app to make sure employees can leave without a hitch.

Add End Date to Employee Record

The first step is to go to the leaving employee's record in the flair HR app. In the Contract section, fill in the End Date field and click Save.

Set Workload End Date

Next, you need to add an End Date to the employee's workload. To do this, open the Time and Workload tab in the employee's record, click the down arrow ▼ next to their workload, and click Edit.

Fill in the End Date field and then Save.

Set End Date for Vacation Policy

Next, to ensure that remaining vacation days are calculated correctly, navigate to the Absence Categories box on the right-hand side of the employee's record. Click on an active absence category, e.g. Vacation. Select the Assigned Polices tab and edit the End Date to the last day of the employee's contract.

If you need to calculate remaining absences for more than one limited absence category – for example, if you have multiple vacation policies assigned to the leaving employee – then you will need to set an end date for each absence category.

Add End Date to Salary

Finally, navigate to the Salary tab on the employee's record. Click the down arrow ▼ next to any Employee Salaries or Recurring Compensations to add an End Date. This is important if an employee is leaving in the middle of a payment period (for example the 15th of a month) as it means that the salary can be calculated pro rata.