Offboarding An Employee - Admin

This guide walks through offboarding an employee in isolved, ensuring a smooth transition and compliance with HR protocols for terminations. By following these instructions, users can efficiently manage pending terminations, handle benefits, and document necessary information

Ryan Cynkar
20 steps
4 minutes

Threadhcm

Navigate to [https://connect.threadhcm.com/default.aspx](https://connect.threadhcm.com/default.aspx)

To begin offboarding an employee, Click "Employee Admin Tools"

Click "Employee Administration"

Click "Pending Terminations"

From this screen you can see any current pending terminations, or to begin a new one, Click "Initiate Offboarding"

Choose your company

Choose your Offboarding Template

Then choose the employee, Termination Date, and Reason. You can also add notes or any documents.

If you may bring back this employee and want to keep their records, you can choose, Click "Eligible for Rehire"

Click "Save"

When you are ready to complete the termination, you will go back to Pending Terminations, and click the Edit Button.

This will take you through the Wizard to complete the termination. Click "Next" through each screen. If there is items to review or change, you can do so on those screens.

Here you could make sure you get back any company equipment the employee has. Then Click "Next"

Here you can confirm any Benefits Information that needs to be updated.\ Then Click "Next"

If the employee has a remaining Time Off Balance, you can opt to pay it out, move the balance to 0 or inactivate the plan.\ Click "Next"

Click "Next"

Click the "Inactivate all direct deposit accounts" field.\ Click "Next"

Check Garnishments and Click "Next"

Once completed with all of the steps, Click "Run Audit"

If there are no conflicts, then Click "Save"