When an employee is leaving your organisation, myhrtoolkit can easily be updated to reflect this change.
Only managers or controllers can set an employee as a leaver in myhrtoolkit. If you cannot find options mentioned in this document, please ask your controller to revise your access privileges.
Set an employee as a leaver
To set an employee as a leaver, go to
Management > Leavers and select the employee who is leaving.
Select multiple employees only if the employees are leaving on the same date.
Follow the wizard and complete the rest of the process.
In the final step, the system will display the calculated final holiday entitlement, showing you whether the employee over booked or has outstanding holidays. You also get the option to upload exit documents. These can be uploaded later if you cannot do it now.
Leaver's access to the system
Employees whose leaving dates have passed will be moved to the leaver's archive and their access to the system is automatically removed. Those who have a leaving date in the future will still be able to access the system until their leaving date. All holiday bookings after the leaving date are automatically deleted from the system.
Viewing a leavers Employee File
When in the leavers archive (Management > Leavers > Archive), you can view a leaver's employee file by finding the leaver in question and then pressing the 'View Employee File' button.
Re-instating a leaver
A leaver can be re-instated by going to
Management > Leavers > Archive and clicking on the re-instate button.
The archive tab is a year-by-year, filterable list of all employees who have been marked as a leaver. All relevant details about their departure are shown, with links to reinstate them (e.g. if resignation is withdrawn), or delete them.
Note: Deleting a leaver will remove all trace of them from the system. We cannot recover them!
Further reports are available from the reports icon on the management toolbar, there are two reports which show detail about leavers.
Starters & Leavers - Shows by name the new starters and employees who have left (excluding deleted employees). This is filterable by calendar year, or by a rolling 12 month window. The leavers section included a calculation of average tenure within the organisation as well as leaving date and reason.
Leavers analysis - Gives raw figures for the number of employees who have left, by month and by year.