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How do I manage termination dates with the Citation HR Software-Xero 2-Way Connector? (Australia Only)

From Citation HR Software to Xero:

Please note:  For the “Termination Date” to be imported into Citation HR Software, it is important that the Xero record is “saved” after setting the “Termination Date”.  

 

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If set the “Termination Date” is set in the past, the employee status in Citation HR Software is changed to “terminated”.

If set the “Termination Date” is set in the future, the employee status in Citation HR Software is changed to “terminating”.

 

Important note: If an employee is "Terminating" in Citation HR Software, it is possible that a checklist is open against this employee. If you Terminate the employee in Xero at a date prior to the Termination Date in Citation HR Software, the synchronisation will update this date and the checklist will be closed. To avoid this, make either always terminate an employee from Xero, or make sure that the Termination Date in Xero is always after the one in Citation HR Software.

 

From Citation HR Software to Xero:

The Termination Date is NOT pushed to Xero. It is therefore important that it is managed by the Payroll officer in Xero too.