Setting a termination date marks the employee as inactive after their final working day. This allows Buddy to correctly process the employee’s final payroll and prepare a P45
How to Terminate an Employee
To terminate an employee,
- Go to the People page
- Open the employee profile you want to terminate
- Open the Role tab
- On the right-hand side, click on the Add Termination Date button
- Input the termination date (this is their last day of work)
- Add the Reason for termination
- Select under which period to settle the final payslip
- Click Save Termination Date
Tip: Termination data should be set before payroll. You may have to edit your payslips if you have already completed the current payroll's calculation
How to Edit or Remove a Termination Date
To update or remove a termination date:
- Open the Employee's Role Details
- Click the edit icon on the right of the Termination Date (as shown in the image below)
- Update the termination details
- Click Undo Termination Date to remove, or Save Termination Date to update
FAQ
Do have to select the final pay period?
The period selection for the final payslip is optional. This is recommended when an employee is terminated few days after the end of period.
For example, an employee terminated on 3rd of April can be included in the March calendar month, allowing the final payslip to conclude the full tax year for the employee.