Overview

Terminating a crew member is an important HR process that ensures both accurate record-keeping and the security of company data. Once a crew member is terminated, they will no longer have access to their account (including the mobile app). It’s important to verify that the crew member is not assigned to any future jobs before completing the process.

Navigation

  1. Navigate to the HR tab from the main menu.

  2. Locate the crew member you want to terminate.

  3. Click Edit to access their HR information.

Steps to Terminate a Crew Member

  1. Add Termination Information

    • Enter the Termination Date.

    • Select the Termination Reason from the dropdown list or applicable field.

  2. Update Account Settings

    • Check the box for Account Disabled to immediately revoke access.

  3. Change Status

    • Update the HR Status field to Terminated.

  4. Save Changes

    • Confirm and save the updated HR record.

⚠️ Important: As soon as you mark a crew member as terminated, they will lose access to the system, including the mobile app.


Functionality Overview

  • Access Revocation: Disables all login capabilities for the terminated employee.

  • Record Maintenance: Keeps a full HR record, including termination date and reason.

  • Job Scheduling Check: Prevents scheduling errors by ensuring the crew member is not assigned to future jobs.

Additional Notes

  • Always verify that the crew member has no open schedules or assignments before finalizing termination.

  • For compliance, document the termination reason clearly.

FAQ

Q: Can I undo a termination?
A: Yes, you can edit the crew member’s HR status and re-enable their account, but this should only be done with HR approval.

Q: Will the terminated user be notified automatically?
A: No, the system does not send an automated notification. Admins must handle any communications directly.

Q: What happens to the crew member’s past job history?
A: Their historical data remains available for reporting and audit purposes.

Tip

Before terminating, run a Future Jobs Report to ensure the crew member is not scheduled for any upcoming work.

See Also

  • Adding a New Crew Member

  • Editing Crew HR Information

  • Running Reports on Job Assignments

Permissions & Configuration

  • Only users with HR Admin or equivalent permissions can terminate crew members.

  • Job assignment checks may require Scheduling access.

Reports & Analytics

Terminations are logged in HR reports and can be filtered by:

  • Termination Reason

  • Date Range

  • Department/Role

AI Assistance

AI-based alerts can notify managers if they attempt to terminate a crew member who is already assigned to future jobs.

Legacy Compatibility

Termination functions apply consistently across both web and mobile management portals.


Bonus : Crew Member Termination Checklist

  1. Check Future Assignments

    • Confirm the crew member is not assigned to any future jobs or shifts before proceeding.

  • Initiate HR Process

    • Go to the HR tab and locate the crew member’s profile.

    • Click Edit to open their HR information.

  • Record Termination Details

    • Enter the Termination Date.

    • Select or enter the Termination Reason (compliance, performance, etc.).

  • Disable Account

    • Check the box for Account Disabled to instantly revoke access (including mobile app).

  • Set Status

    • Change HR Status to Terminated and save the changes.

  • Collect Company Property (if needed)

    • Retrieve keys, badges, devices, uniforms, or access cards as applicable.

  • Confirm Completion

    • Double-check that all termination details are saved.

    • Ensure access is disabled, and document process completion for HR records.