⚠️ Important Security & Access Note: Only Admins and Organization Owners (Org Owners) have the administrative credentials required to perform this action.
Step-by-Step Instructions
1. Locate the Payroll Directory
Navigate to the main menu panel in the desired workspace
Then select the Payroll tab.
Under the main payroll matrix view, click on the “Select a Payroll program to view” to see your full workforce list.
2. Open the Action Menu
Scroll to find the specific individual you want to offboard (e.g., Lisa Davis, John Smith, Robert Miller).
On the far-right edge of their row, click the Action Menu (the icon with three vertical dots).
A context dropdown menu will appear with the following options:
View Details
See Pay Statement
Edit Employee
Edit Bonus
Terminate Employee
3. Initiate the Request
Click on Terminate Employee from the dropdown menu.
This will open a dedicated modal pop-up window titled Submit Termination Request.
Completing the Termination Request Form
Within the Submit Termination Request modal, review and complete the fields accurately:
Field Name | Input Type | Description / Action Required |
Employee Start Date | Read-Only | This is automatically populated by the system based on the employee's original onboarding contract details (e.g., 2026-01-11) and cannot be edited. |
Employee End Date | Required | Click the interactive calendar icon to input the employee's official final day of work. |
Termination Reason | Required | Click the Select termination reason dropdown menu and choose the classification that best fits the separation. |
If you need to exit without saving or completing the request, click Cancel.
To advance the process, click the blue Submit button at the bottom-right of the window.
Post-Submission Requirements & Approvals
Submitting the request does not instantaneously finalize the offboarding in the system. A final manual administrative sequence must occur:
Rise Platform Approval: Once the request is submitted by an authorized Admin or Org Owner, the Rise administrative support team must review and approve it.
Current Cycle Checkout: The administrator must successfully check out of the current active payroll cycle.
Pay Cycle Selection: You must ensure you choose and verify the correct corresponding pay cycle inside your Payroll tab to accurately process any final prorated wages, variable compensation, or statutory payouts.