When a fixed-term employee approaches or passes their expected end date, you’ll be able to track them effectively by either extending their end date out or actioning them out of the platform. The contractor compliance feature will display all expired contractors and those 14 days out of expiring.
This article covers:
- How to Manage the Expected End Dates of Contractors
- If a Contract has been Extended
- If Contract has Finished and will Not be Extended
How to Manage the Expected End Dates of Contractors
1. Navigate to People >> Contractors
2. Select the relevant section top of the page (Overdue, Upcoming)
3. Search or Sort the list by any of the visible fields to find the relevant person.
- The search bar at the top of the list supports any details visible in the list.
- Sort the list by any of the headers to arrange entries in your desired order.
4. Click the three dots on the right-hand side of the employees name and a drop-down list will appear. From here you will be able to complete the following actions: Adjust, Remove and Finalise the employee's Expected Company End Date and Update Job.
If a Contract has been Extended
(Follow steps 1-4 as mentioned above)
5. Click Adjust Expected Company End Date from the drop-down list.
6. Enter in the new expected company end date
7. Click Save
If Contract has Finished and will Not be Extended
(Follow steps 1-4 as mentioned above)
5. Click Finalise Expected Company End Date from the drop-down list.
6. Enter in the last date of employment, the Turnover Type and Turnover Reason
7. Click Finalise Company End Date
8. You will then be prompted to schedule (or skip) the relevant workflow.
9. If the employee has any direct reports, you will also be prompted to re-assign them.