Table Of Contents

Exit Management

Separation pending approvals:

  • If any employee applies for Separation, that employee details display in this screen to HR manager approval.
  • Login with HR Manager credentials
  • Click on Exit Management in the left menu and click on Separation Pending Approvals
  • By clicking on View button , HR manager can see the employee’s Separation details.
  • HR manager can approve/reject the Separation request
  • HR manager selects the Approve Exit Date and enter reason to approvals, and then click on submit button
  • If the HR manager rejects the request, enter reason for rejection, and then click on the submit button. Status is changed from submitted to approved

Separation Pending Checklist/Offboarding Pending Checklist:

  • After completion of approvals, approved employee information will be displayed in Separation Pending Checklist.
  • All the checklist added in Master screen is shown for that employee.
  • To check the employee Off boarding checklist, click on button.
  • In this way, all the check lists are updated by the HR Manager.
  • If all the checklists are closed/done, “No due” button is enabled. HR manager should select the No due option, then click on Button.
  • Employee check list status will be changed to Completed from Pending.

Termination:

  • If Organization wants to terminate the employee, HR manager can do the following process to terminate the employee.
  • Click on button termination present in the exit module.
  • After termination, the terminated employee details are displayed in the Termination Pending Checklist page.
  • All the checklist added in Master screen is shown for that employee.
  • To check the employee Off boarding checklist, click on button.
  • After the Termination checklist is completed, HR manager updates the checklist.
  • Like that, all the check lists are updated by the HR Manager.
  • If all the checklists are closed/done, no due button will be enabled. HR manager should select the No due option, then click on Button. Employee checklist status is changed to Completed from Pending.