Handling an employee death

We understand that the passing of an employee is a difficult time. Here's what you need to do when an employee passes away.

How to handle an employee's death in Bob

1. In Bob, navigate to Org > People.
2. From the Directory tab, mark the checkbox to the left of the employee(s) from whom you'd like to terminate.
3. From the Actions dropdown menu, select Change status > Terminate employee > Termination or your custom termination flow.
4. In the Termination reason dropdown menu, select Passed away. 
5. Complete the termination flow. To learn more, see How to terminate an employee.
6. Bob will sync this information to UK Payroll, marking the Death in service box in the employee's profile.
7. Then, in UK Payroll, update their bank details so their final payments are made to the correct bank account. This may be to their personal representative or executor of their estate. Navigate to Employees > relevant employee, change these details, and click Save changes.
8. Update their National Insurance category to Category X, to ensure that no National Insurance is deducted. Navigate to Employees > relevant employee, update the NI category from the National Insurance category dropdown, and click Save changes.

How to handle an employee's death in UK Payroll

If your Bob and UK Payroll connection isn't set up, you can mark someone's passing manually in UK Payroll.

1. Terminate the employee's employment, using their date of death as the Termination date. Mark the box next to Death in service. For more information, see Terminate and delete an employee.
2. Update their bank details so their final payments are made to the correct bank account. This may be to their personal representative or executor of their estate. Navigate to Employees > relevant employee, change these details, and click Save changes.
3. Update their National Insurance category to Category X, to ensure that no National Insurance is deducted. Navigate to Employees > relevant employee, update the NI category from the National Insurance category dropdown, and click Save changes.

During this challenging time, our support team is here to assist you with any questions or concerns you may have. Please reach out to us, and we'll do our best to make this process as smooth as possible for you.