Offboarding closes an open engagement period. You set the leaving date and, optionally, whether the engagement ended normally or was terminated early.
Before you start
- You need permission to manage HR staff for the engagement’s scope.
- Confirm the engagement you are closing and the correct leaving date.
- This closes an engagement spell only; pay, final settlements and tax remain with Payroll.
Steps
- Open the employee in HR → Records and select the open engagement to end.
- Enter the End date (required) — the last day of the engagement.
- Optionally set the closing Status: Ended (the spell ran its course, such as a fixed-term expiry or resignation) or Terminated (the spell ended early, such as a dismissal). Only these two closed states are accepted.
- Optionally add an End reason (up to 180 characters) and a Notice period (days) value (0–365).
- Confirm the scope details match the engagement, then save to close it.
[screenshot: the end-engagement panel with end date and status]
Result
The engagement is closed on the date you set, and its closing status records whether it ended normally or early. The employee’s identity and history are retained, and they can be re-engaged later through a new engagement period.