How to set an Employee as a leaver?

Effortless Farewells and Smooth Transitions – Learn the Simple Process of Managing Employee Departures with Alkimii

In the dynamic landscape of workforce management, efficiently handling employee transitions is crucial for maintaining operational smoothness and compliance. This article aims to guide you through the steps of setting an employee as a leaver in Alkimii, simplifying what might otherwise be a complex procedure. Whether it's resignations, retirements, or other forms of employee exits, mastering this feature will empower you to effortlessly navigate through farewells and transitions, saving time and ensuring compliance with your organization's policies for outstanding balances and leave owed. 

• Navigate to the "Staff Profiles" using the mega menu
• Locate the employee you wish to leaver using either the search bar, filters or scrolling through the list of employees. 

• Within the employee profile, select "Employment Details" along the left-hand side.
• At the top of the employment details screen, you will see the option to "Set as Leaver". Click on this option. 

• You will need to add their "End Date". 
• If you wish to provide a reason for their departure you can select the most appropriate option from the dropdown list, although this is not mandatory. 

• If the departure was planned, ensure that the check box has been ticked. 

• You will now see the breakdown of holiday hours and bank holiday hours to be paid out below the checkbox. You will also be advised how negative balances may be recovered.

• Select "Set as Leaver" once you are satisfied with the entry. You will need to confirm you are happy to proceed with setting this employee as a leaver. 

• Once the employee has been set as a leaver, Alkimii will automatically roster any remaining Holiday, Public Holiday and Lieu balances the employee has owed to them. 

• Continue to complete payroll as normal. Follow any steps in your payroll software for marking leavers