Offboarding an Employee

How to Terminate an Employee with Guided Offboarding in QuickBooks Payroll An employee hands in their resignation letter. QuickBooks Payroll now lets you set a future or backdated termination date, capture the reason, flag the employee as eligible for rehire, and, on Premium and Elite, walk through a guided offboarding workflow that handles manager reassignment and the final paycheck in one place. If you've ever asked how to terminate an employee and run offboarding in QuickBooks Payroll, this clip walks through the new termination form available to Core, Premium, and Elite, plus the guided offboarding workflow for Premium and Elite that captures termination reason, last day of employment, rehire eligibility, manager reassignment, and final paycheck guidance all in one structured flow. In this clip, you'll learn how to: Streamlined employee termination form (Core, Premium, and Elite): Move an employee's status from active to terminated inside QuickBooks Payroll, with a structured flow that collects termination reason, rehire eligibility, custom notes, and a last day of employment you can set in the past, present, or future. Guided offboarding workflow (Premium and Elite): Initiate offboarding from the three-dot menu on the employee profile, with a step-by-step workflow that walks you through termination details, manager reassignment, final paycheck guidance, and a review screen before submitting. Backdated termination dates: Backdate the last day of employment if you forgot to enter a termination, or schedule a future termination date so the employee stays active in QuickBooks Payroll until their last day worked. Manager reassignment for direct reports: Reassign every direct report of a terminating manager in one step, with the system suggesting the terminated manager's own manager as the default new manager, plus the option to assign each report to a different manager individually. Final paycheck guidance: Get in-product reminders about what to include in the final paycheck for the terminating employee, with the option to create follow-up tasks tied to the final paycheck step before completing offboarding. Pay period status flagging: See termination status changes flagged on the payroll run, so an employee terminated mid-period is paid correctly on their last payroll and automatically removed from the next pay period after their last day worked. Want to learn more? Explore everything QuickBooks builds for accounting firms at https://quickbooks.intuit.com/accountants/intuit-accountant-suite/. #QuickBooksPayroll #EmployeeOffboarding #PayrollForAccountants #QuickBooks #IntuitAccountants