Knowledge Base Article

How To Terminate A Staff Member in Argenta

When someone leaves your organization, terminate their staff record rather than deleting it. Terminating keeps their employment history, their previous positions, and everything tied to them, which is what you need for your records later.

Before You Start: Anyone Marked as a Manager

Argenta will not terminate a staff member whose Management Status is set to Manager. You will get a message telling you to change their Management Status to a non-manager status, reassigning any direct reports first. This check looks at the Management Status field itself, so it stops you even when the person has nobody reporting to them.

To get past it:

Open the person's Direct Reports page to see who reports to them, then open each of those staff members and change their Manager/Supervisor to the new manager.
Go back to Staff Member Details and change Management Status to Non-Management.
Click Save All Changes.

Now you can terminate. The guard is deliberate, it keeps you from stranding staff under a manager who no longer works there.

The Direct Reports page for a manager, listing the staff members who report to them

The Direct Reports page lists everyone who reports to this person.

The Staff Member Level, Management Status and Manager fields on Staff Member Details

Management Status sits on Staff Member Details. Change it to Non-Management.

Terminating a Staff Member

Go to Staff & HR > Staff Members and open the person.
On Staff Member Details, scroll to the Termination card.
Enter the Date of Termination, or leave it blank to use today. It can't be later than today or before the Date of Hire.
Fill in Reason for Termination and set the Eligible for Rehire switch in the card's header.
Click Terminate Employment in the button bar at the bottom of the page.
Confirm when Argenta asks whether you are sure. The question names the date it will record.

Terminating saves the date, the reason and Eligible for Rehire, so you don't need to click Save All Changes first.

Staff Members sits under Staff & HR in the main menu.

The Termination card with Date of Termination, Reason for Termination and the Eligible for Rehire switch

The Termination card. Eligible for Rehire is the switch in its header.

The button bar with Save All Changes, Save All and Exit Record, Terminate Employment and Exit Record

Terminate Employment sits in the button bar at the bottom of the page.

What Happens

Their status changes from Active/Employed, shown in green, to Inactive/Terminated, shown in pink
Both the primary and the secondary position they held are written to their Previous Positions page automatically, ending on the Date of Termination, so their history is preserved without you retyping it
The record stays in Argenta, so their history, files, and notes are all still there

The Employment Information header showing the green Active slash Employed status

Active/Employed reads in green while the person is still on staff.

The Previous Staff Positions page showing a position with its from and to dates

The position they held is written to Previous Positions for you.

If Someone Comes Back

Open the terminated staff member and click Reinstate Employment, which replaces the Terminate button once someone is inactive. Confirm, then set their current position and the rest of their details.

A Note on Finding Them Later

The staff list defaults to Active Staff, so a terminated person can look like they have vanished. Switch the status dropdown above the list to All Staff, or to Inactive/Terminated Staff to see only the people who have left.

The staff list status dropdown open, showing Active Staff, All Staff, and Inactive slash Terminated Staff

The status dropdown above the staff list.