How to reflect terminations from your HRIS in Carta
Terminations made in your HRIS are flagged, but a company admin needs to manually authorize them before they take effect in Carta by following these steps.
Navigate to Essentials → Manage stakeholders and click Review beneath Stakeholder changes.
Click Terminations. This tab contains the integrated records from the company’s HRIS provider for any pending terminations which have yet to be reflected on Carta.
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Review the list of employees with pending terminations from your HRIS. Click the stakeholder’s name to expand the section, which will show inputs (Incoming values) reported from the integration.
Click Terminate to start the termination process. Ensure that the Termination date’s Incoming value from your HRIS is accurate, as it will be used as the stakeholder’s effective date for termination and corresponding relationship change to Ex-employee.
Follow the steps linked below to finalize the termination on Carta, repeating the process for any additional employees.