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.
Arrow pointing to the Teams tab in the main navigation bar
2
Select the team for the company that the consultant worked for.
A pop-up menu with a list of different teams to select from
3
Click Overview in the sub-navigation bar to open the team overview page.
Arrow pointing to the Overview tab in the sub-navigation bar
4
Click the Consultants tile.
Arrow pointing to the Consultants section on the Overview page
5
Click the More (···) menu for the consultant whose termination you want to record and select Terminate.
Arrow pointing to the option to select Terminate from the More menu
6
Click Start Paperwork.
A pop-up menu with an arrow pointing to the option to click Start Paperwork
7
Click Start Document Set and then fill out the required information for the document set.
A pop-up menu with an arrow pointing to the option to click Start Document set
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