Set Employees as Terminated
You can set an employee as Terminated by using the Termination Date field.
When exporting/updating employees in Deltek CRM, if the current date is later than the Termination Date, the Terminated status is sent to Deltek CRM during synchronization. Instead of blocking a terminated employee in Maconomy, the Termination Date field should be used instead.
To update an employee:
- Go to .
- Double click the employee and go to the Employee Information subtab.
- Under Employment, enter the employee’s Termination Date.
Parent Topic: CRM Routine Steps