Termination and offboarding

When someone leaves, Ferio works their final leave balance out to their last day and records the result. You start the process by setting a termination date on the person, then read the settlement in the Termination report. It takes the Manage users permission to set the date and View reports to see the summary.

Set a termination date

Open the person under Settings > Users and set their Termination date. If the date is today or already past, Ferio deactivates the account at once so they cannot sign in after their last working day. A future date leaves the account active until then. Clear the date again if the leaver changes their mind, and the settlement is discarded.

How the settlement is worked out

For each annual leave type, Ferio prorates the year's entitlement to the termination date, then subtracts the days already used and any pending requests. The result is the final balance:

• Positive: the company owes the leaver those days (compensation).
• Negative: the leaver has taken more than they earned to that date (a clawback).
• Zero: everything is balanced.

Proration is month-based and comes from the same quota engine that drives the dashboard, so the figure matches what everyone has been seeing all year.

Setting the date notifies your HR admins with the settlement summary and emails the leaver, so payroll and the person both know where the balance landed.

Read the Termination report

The Termination report lists everyone whose termination date falls in a chosen year, with entitled, used, pending and final-balance days per person, and whether each is a compensation, a clawback or balanced. Export it for payroll like any other report; see Reports overview. If a still-pending request needs clearing before the final day, an admin can cancel it on the person's behalf.