How to Terminate an Employee in ELMO

Learn how to manually terminate an employee profile in ELMO or assign the automated Termination Workflow for comprehensive offboarding.

May 13, 2026 By lauren burrell

This guide outlines how to terminate an employee within the ELMO platform. Properly executing this process ensures that CST ceases billing for the user's account and triggers all necessary offboarding protocols.

This process applies to HR personnel and system administrators responsible for managing the employee lifecycle and executing offboarding procedures.

When terminating an employee, you can choose between a direct profile termination or a comprehensive automated workflow. Review the options below to determine the best approach for your scenario:

Method	When to use	How it works
Direct Termination	Simple profile closures requiring immediate system removal.	Manually updates the user's status to terminated directly from their profile.
Termination Workflow	Comprehensive offboarding (Recommended).	Automates tasks by notifying payroll and prompting managers to retrieve equipment and revoke access.

Method 1: Direct Employee Termination

Use this method to quickly terminate an employee profile from the general administration menu.

Step #1: Click Administration in the main navigation. — Click **Administration** in the main navigation.

Step #2: Select General from the category menu. — Select **General** from the category menu.

Step #3: Click Users to open the user management interface. — Click **Users** to open the user management interface.

Step #4: Click the search bar at the top right of the user list. — Click the search bar at the top right of the user list.

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Type the departing employee's name and press Enter.

Step #6: Click the dropdown arrow next to the View button for the target user. — Click the dropdown arrow next to the **View** button for the target user.

Step #7: Select Terminate Employee from the action menu. — Select **Terminate Employee** from the action menu.

Step #8: Fill out the Termination Form with the termination date, STP termination type, and any relevant notes. — Fill out the Termination Form with the termination date, STP termination type, and any relevant notes.

Step #9: Click Save to complete the manual termination. — Click **Save** to complete the manual termination.

Method 2: Using the Termination Workflow

The onboarding workflows section also manages offboarding templates. Assigning the termination workflow is the recommended approach for standard departures.

Step #10: Click Administration in the main navigation. — Click **Administration** in the main navigation.

Step #11: Select the Onboarding category. — Select the **Onboarding** category.

Step #12: Click Onboarding Workflows to view all workflow templates. — Click **Onboarding Workflows** to view all workflow templates.

Step #13: Navigate to page 2 using the page navigation controls at the bottom of the table. — Navigate to page 2 using the page navigation controls at the bottom of the table.

Step #14: Locate the Termination Offboarding workflow - AU record and click the dropdown arrow next to its Edit button. — Locate the **Termination Offboarding workflow - AU** record and click the dropdown arrow next to its Edit button.

Step #15: Select Assign Workflow from the menu. — Select **Assign Workflow** from the menu.

Step #16: Click the search bar above the employee list. — Click the search bar above the employee list.

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Type the departing employee's name to filter the list.

Step #18: Check the box next to the employee's name in the table. — Check the box next to the employee's name in the table.

Step #19: Click Assign to selected users to launch the offboarding sequence. — Click **Assign to selected users** to launch the offboarding sequence.

What happens in the Termination Workflow?

Once the workflow is assigned, ELMO automatically executes the following sequence:

Staff Termination: The employee's profile is formally deactivated in the system.
Payroll Alert: The payroll team is notified to finalize any outstanding pay obligations.
Manager Equipment Email: The employee's manager receives an automated email prompting them to collect company property.
Manager Access Task: A task is generated for the manager to revoke the employee's building access.

FAQ

Q: Do I need to manually alert payroll when terminating an employee?

A: If you use the Termination Workflow method, payroll is alerted automatically. If you use the Direct Termination method, you must notify the payroll team manually to ensure final pay obligations are completed.

Q: What fields are mandatory when processing a termination?

A: You must provide the official termination date and specify the STP Termination Type. Notes are optional but highly recommended for record-keeping.

Glossary

Term	Definition
STP Termination Type	The formal classification of employment cessation (e.g., Voluntary Cessation) required for accurate tax and payroll reporting.
Termination Workflow	An automated ELMO process that updates the user's status while generating alerts and tasks for relevant departments during offboarding.
Cessation	The formal human resources term indicating the end of an employee's tenure with the company.