When you have over 25 employees to terminate that have reappeared, the easiest way to terminate them is to use an import template.
We run through with you how to do this in the steps below.
Cause
Resolution
Log in to Sage HR Online Services, then on the main menu clickReports.
ClickEmployee data, then clickPayroll employee export.
Under Start date select Before from the dropdown, then enter today's date next to it.
Leave all other fields asAll, or filter them if required.
Click Generate. After a few seconds, this produces a report underneath.
ClickDownloadto export the report to Excel.
Open the exported excel file.
On this spreadsheet, find the employees that have reappeared.
InStep 11you'll need to copy and paste the employees' details from the following columns into an import spreadsheet:
Column A - Forename
Column B - Surname
Column H - Work Start date (DD/MM/YYYY format)
Column L - Email Address
Back in Sage HR Online Services, on the main menu clickCompany, then clickImport.
ClickDownload template.
Copy the information in the spreadsheet shown instep 8for the employees you want to terminate, then paste it into the import sheet downloaded instep 10.
Column A - First name
Column B - Last name
Column C - Work email NOTE: This must match the email of the profile already in Sage HR Online Services.
Column E - Employment start date
Scroll right to columnZ, which the field saysStatus.
EnterTerminatedin this column for each leaver.
NOTE: The T must be capitalised.
Enter the termination dates in columnAA.
This should be the date they left.
Save the file.
InSage HR Online Services, on the main menu click Company, then click Import.
Click Select file, then browse to where you have saved the completed import template and select it.
Once attached, click Import.
These employees should no longer appear in your active list of employees in your company directory, and now appear in your terminated employees report:
After you terminate the relevant employees, deleting them is totally optional. If you want to have no record of the employee in Sage HR Online Services at all, it's easy to delete them.