Off-Boarding Employees(NEW)

Off-Boarding Employees

When an employee or freelancer leaves your organisation, follow these steps to off-board them in JobBag.

1. Record the End Date

• Open the employee/freelancer’s Payroll Header
• Enter the end date of employment.
• Reason for leaving

2. Check if timesheets have been completed

• Run a Time Variance report and check all timesheet have been completed

3. Create Final Payslips

• Generate the final payslip (Resignation or Redundancy) or ETP payslip (if applicable)

4. Process Outstanding Payments

• Pay all outstanding expense claims. ( Expense claims will need to be entered)
• Process and pay the final payslips.

5. Take Ownership of Worklists (Optional)

• Take over the employee’s Worklist sets as required.

6. Take Ownership of Report Sets (Optional)

• Take over the employee’s Reports report sets as required.

7. Update User Status

• Untick Is Active in the user record.
• Untick the Timesheet monitoring check box
• Either delete the user or mark them as De-Registered (depending on your organisation’s policy).

✅ Tip: Always complete payroll, worklist, reporting reassignments and outstanding payments before deactivating or deleting a user to ensure a smooth transition.