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How to Make a Member of Staff a Leaver

England & Northern Ireland

This guide explains to following processes when making a member of staff a leaver.

Access: The minimum permissions required to access the Staff List page is found in the Framework Module of Config>Setup>Roles & Permissions.

Leaver Permissions

Further guidance

Administration Default

Navigate to Config > Administration > Administration Defaults >

The Administration Defaults panel includes the option:

Stop users making staff leaver if there are active timetables after leaving date

This setting is enabled by default.

  • When enabled, a member of staff cannot be recorded as a leaver if they have active timetables after their leaving date.
  • If the setting is disabled, a staff member can still be recorded as a leaver, but a warning is displayed advising that active timetables cannot be transferred while they remain in use.
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A warning is then displayed when attempting to make a member of staff a leaver if active timetables exist beyond the leaving date.

Warning displayed when using:

  • Staff > Select Member of Staff > Actions > Leaver
  • Staff > Select Member of Staff > View > Profile > Edit Staff Details > Employee Details
Staff List Page Warning Example
Staff Profile Warning Example

Record a member of Staff as a Leaver

Navigate to Staff then select a single member of Staff then from the Actions drop down then select Leavers.

Note: Only one member of Staff can be selected.

In the Process Leaver panel;

  • Leaving Date – By default the date displayed will be the current day, enter the Leaving Date if different
  • Reason – Select the Reason from the dropdown list
  • Next Employer – Enter the Next Employer, if known
  • Record as vacancy for returns – Tick this box if you wish to Record as a vacancy for the Returns
  • Vacancy has been advertised – Tick this box if the vacancy has been advertised

When finished click the Save button or to also amend Contract information click on the Save and Open Contracts button.

Automatic Archive

England and Wales Schools only October 2026 update

When a staff member is processed as a Leaver, their Employee Details are now automatically archived to Contract > Employment History. This ensures employment information is retained for reference and reporting purposes.

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Wales

Use this guide to make a Member of Staff a Leaver

Access: The minimum permissions required to access the Staff List page is found in the Framework Module of Config>Setup>Roles & Permissions.

Leaver Permissions

Important: If a member of Staff is assigned to a Teaching Class or Tutor Group you will need to amend the end date of their association with the Class/Group in the Associated Timetable Panel in the relevant Class/Group.. Do not delete the Staff from the Teaching Class.

Note: If another member of staff is not being added as a replacement at this point, the class will not show as requiring cover, as the cover module looks at staff absences, rather than classes with no associated staff timetable.

In the example below Mr B Armours last day is 26th July 2023.

Associated Timetable>End Date

Further guidance

To Transfer Staff Timetables see How to Manage Staff Timetabling

To make a member of Staff a Leaver from the left Menu go to Staff then select a single member of Staff then from the Actions drop down select Leavers.

Note: Only one member of Staff can be selected.

This will open a new page:

Process Leaver
  • Leaving Date – By default the date displayed will be the current day, enter the Leaving Date if different
  • Reason – Select the Reason from the dropdown list
  • Leaver Destination – Select the Leaver Destination from the dropdown.
  • Next Employer – Enter the Next Employer, if known
  • Record as vacancy for returns – Tick this box if you wish to Record as a vacancy for the Returns
  • Vacancy has been advertised – Tick this box if the vacancy has been advertised

When finished click the Save button or to also amend Contract information click on the Save and Open Contracts button.

If the Stop users making staff leaver if there are active timetables after leaving date option has been selected under Config > Administration > Administration Defaults, a Warning message will be given if that Member of Staff still has an active Timetable, that they cannot be made a Leaver.

If you need to reinstate a member of staff this can be done by going to the Staff page. Click on Search Filters. On the Status dropdown select Leaver. This will show you all leaver staff. Select the member of staff and click View. On the staff record click on the Edit icon next to the staff members name. On the pop out window click on Employee Details and remove the date from Staff Leaving Date.

Automatic Archive

England and Wales Schools only October 2026 update

When a staff member is processed as a Leaver, their Employee Details are now automatically archived to Contract > Employment History. This ensures employment information is retained for reference and reporting purposes.

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Updated on October 9, 2026
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