How can I record a consultant's termination?

You can record the termination of a consultant on your team’s overview page. In order to record the termination, you’ll need to have the departing consultant sign a termination certification. Startup attorneys typically recommend that departing consultants sign termination certifications to help protect company IP. The CIIA agreement in our Hiring products requires consultants to sign a termination certification upon termination.

To get started:

1

Click Teams in the main navigation bar.

2

Select the team for the company that the consultant worked for.

3

Click Overview in the sub-navigation bar to open the team overview page.

4

Click the Consultants tile.

5

Click the More (···) menu for the consultant whose termination you want to record and select Terminate.

6

Click Start Paperwork.

7

Click Start Document Set and then fill out the required information for the document set.