Terminate a person
When you terminate a person in ChartHop, you remove them from your current ChartHop organization. You can still search for and view terminated people on the Data Sheet or the Org Chart by moving the date slider to when they were still with your organization.
To terminate a person:
- From the left sidebar, select Org Chart.
- On the Org Chart, select the person to terminate.
- In the Profile Summary, from the Edit job ▼ dropdown, select Terminate.
- In the Terminate Person dialog, configure the termination. See the field configuration table below for descriptions.
- Select Save to primary to finish terminating the employee.
You can also terminate a person from the Data Sheet. To do this, select the row menu (⋮) for the person you want to terminate and select Terminate.
When you terminate a person, an open role is created by default. Selecting No Backfill removes the role from your organization on the date you define in the Last Day field.
If you set the Announce date before the employee's Last Day and also select No Backfill, then the open role can still display for your organization since the Last Day has not passed and the role has not been removed.
When you terminate a person, you can configure the following fields:
Field | Description |
|---|---|
Last day | The person's last day of employment. |
Announce date | The date when the departure becomes visible on the Org Chart and is announced to the rest of the organization. |
Departure type | The conditions of the departure. You can select from the following options:
This information is only visible to users with access to sensitive data. Learn more. |
Backfill job | Whether the position is to remain as an open role. |
Regrettable | Whether the departure is considered regrettable by your organization. This information is only visible to users with access to sensitive data. Learn more. |
Reason | The reason for the termination. You can select a reason from the dropdown list. |
Notes | Additional notes regarding the termination. |