Deactivating an Employee

Be sure to do the following when making an employee inactive:

On the Demographics screen:

• Change the Employment Status field from Active to Inactive
• Enter the Contractual End Date

On the Employment History screen:

• Enter the Employment End Date
• Enter the Exit Code (if a History Tracking record does not exist, click the "Add Employment History Record" to create one)

On the Positions screen:

• Enter the Position End Date for all positions the employee is leaving+

On the Payroll > Summary screen:

• Remove the Salary Balance and Pays Left

Employee Portal:

• If your district will not keep the portal open for inactive employees, disable the employee's portal