Terminate an employee.

  1. Sign in to your Workmax admin account.
  2. Go to the “People” section.
  3. Select the Employee
  4. Click on the “Actions” button.
  5. Click “Terminate
  6. Enter termination details.
    • Last day
    • Final pay
    • Unused time off balance
    • Reason of termination
    • Revoke access
    • Admin notes
  1. Review
  2. Save

Workmax will be able to create a P45 up until the employee’s last day. Workmax will be able to revoke an employee’s access to the system.

 

Suppose you’re paying the employee on the next payday. Workmax will create a P45 after the pay run.

 

P45 should be available to download on the employee portal.

 

Terminated employees.

  1. Are removed from the pay calendar.
  2. Are removed from the system (Only if you intend to).
  3. Are removed from paid time off policies.
  4. Are not able to add timesheets, expenses, and time off requests.
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