How do I record that someone has left?

Created by Andrew Marcus, Modified on Mon, 3 Aug at 3:11 PM by Andrew Marcus

Mark the employee inactive on their record under People → Employees and set their leaving date.

They stop appearing in new pay schedules from that date. Their history stays intact, so past payslips, payments and reports are unaffected.

Do not delete the employee. Deleting removes the record that explains payments already made and journal entries already posted.

Run their final pay schedule before marking them inactive, or include them manually in the period covering their last day.

If they had a Trabalance user account, deactivate that separately under Settings → Team. An employee record and a user account are different things.

Try it in the live demo: Open employees

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