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Termination Certificates and Salary Schedules

This page outlines the steps for downloading a file containing all termination certificates and salary schedules within a specific date range for selected employees or pay points.

To download this report:

  1. Go to Reports > Termination Certificates and Salary Schedules (under Bulk Download).
  2. Use the Filters to limit the termination certificates and salary schedules to a specific Pay Point, Pay Frequency, Current Status, or selection of Employees.

  3. When choosing a Date Range, you can do so either by typing in the start and end dates, or by selecting them from the calendar.

    Select the exact day

    If you choose only a month and year, the date defaults to the 1st of that month. Select the exact day to ensure that the date is correct.

  4. Tick the Group by Pay Point box if required.

  5. Make your selection under Certificate and Schedule Types.
  6. Tick the Combine Termination Certificates and Salary Schedules into a single PDF file box if you would like to have all the certificates in one PDF and not individual PDFs.
  7. Tick the Password protect this report download box if you have enabled password protection. (See the note below.)
  8. Click Download ZIP once you have set up the above-mentioned parameters.

Enabling password protection

  1. Go to Settings > Advanced > General.
  2. Tick the Enable password protection for reports box.
  3. Click Save.

The ZIP file will now download to your device. If you are pulling a report with both the Termination Certificate and Salary Schedule options selected, and you have not chosen to combine the files, the ZIP file will have a folder for each option. However, if you have chosen to combine the files into a single PDF and have both options selected, it will download as a single file with all documents included in the file. You will need to extract its contents; all the certificates and/or salary schedules that meet the parameters you set will be included in the PDF file.

Certificate of Service

When an employee's service ends, they may ask you for a Certificate of Service. More information can be found on the Ending an Employee's Service help page.