How to Terminate an Employee in isolved

Log in to isolved and access the dashboard

Make sure you are logged into the isolved platform and on the Welcome dashboard. From here, you can view your profile, reminders, account reps, calendar, quick links, and announcements.

Navigate to employee admin tools

On the left navigation menu, click Employee Admin Tools, then expand Employee Administration. Click Pending Terminations to open the termination section.

Initiate off-boarding

In the Pending Terminations section, click Initiate Offboarding. The Pending Terminations form appears, requiring you to fill out several fields.

Complete required termination details

Under Company Information, verify the Legal Company (for example, Simco Demo Environment). Under Offboarding Template, select the appropriate template (for example, HR Offboarding).

Under Employee Information, complete the following:

• Select the Employee to be terminated (for example, Brown, Keysha - 1003).
• Enter the Termination Date (for example, 3/1/2025).
• Select the Termination Reason from the dropdown (for example, Other - Voluntary, Death of Employee, For Cause, etc.).
• Optionally, check the box if the employee is Eligible for Rehire.

If applicable, add any Employee Notes in the Notes field. If you have documentation to attach, click Add Document.

Save the termination record

Once you've filled out all required fields (marked with an asterisk), click Save at the top of the form.

Edit and review the pending termination

In the Pending Terminations list, locate the employee you just entered (for example, Keysha Brown). Click the Edit button (pencil icon) next to the employee's name to review or update the record.

Review and record asset returns

Click Next to proceed to the asset return section for the selected employee. Review the list of company assets assigned to the employee, for example:

• Cell Phone (Make: iPhone, Model: 2010, Date Assigned: 03/11/2011)
• Laptop (Date Assigned: 03/11/2011)

For each asset, enter the Date Returned once the employee returns the item.

Make sure all company assets are accounted for and the return dates are entered. Click Next or Go Back to List as needed to complete the process.

Important: If the employee has benefits, completing this process triggers a COBRA notice. Attach any relevant documentation and add notes as needed for compliance and record-keeping. Always verify all information before saving and finalizing the termination.

Remove organization roles

Click Next to move to the Organization Roles section. Review the Assigned Roles and Default Job Assignments for the employee.

Under Organization Roles, you have the option to:

• Check Delete all organization roles to remove all roles at once.
• Individually check the Delete box for specific roles (for example, Manager in Division 01, 02, 03, 04, 05).

Select the appropriate roles to terminate based on the employee's responsibilities, then click Next to continue.

Handle direct deposit and payroll adjustments

In the Direct Deposit section, if you want to issue a live check instead of a direct deposit (for example, if assets are not returned), check Inactivate all direct deposit accounts. This ensures the employee receives a live check for their final pay.

Review the Deductions, Earnings, and Memo Calcs sections for any active records. No action is needed if none exist.

Review performance reviews and miscellaneous fields

Click Next to proceed to the Pending Performance Reviews section. Confirm that there are no pending performance reviews for the employee, or address any that appear. Review any other miscellaneous fields that may be applicable and complete them as needed.

Note: If the employee has garnishments, you may inactivate them at this stage. Always ensure all fields are reviewed and completed according to your organization's off-boarding policies, and continue through any additional steps or sections that appear based on your company's isolved configuration.

Run the termination audit

Navigate to the Pending Terminations section and locate the employee listed for termination (for example, Keysha Brown-1003 with a termination date of 3/1/2025). Click Run Audit to begin the audit process.

The audit checks for conflicts or incomplete data in the termination wizard. Resolve any conflicts if prompted; otherwise, proceed if none are found.

Save and complete the termination wizard

Once the audit confirms there are no conflicts, click Save to finalize the termination. The system returns you to the summary or main Pending Terminations list. Confirm that there are no remaining records for the employee in the Pending Terminations list.

Verify the employee's termination status

Go to the Employee Summary section and use the status filter to select Terminated employees. Confirm that the terminated employee (for example, Keysha Brown) appears in the list with the correct status.

Review the employee summary for the terminated employee

Click the terminated employee's name to open their Employee Summary and verify the following details:

• Status: Terminated
• Termination Date: 03/01/2025
• Termination Type and Reason (for example, Voluntary Termination, Other - Voluntary)
• All other employment, job, pay, and tax information is accurate and reflects the termination.