How to create a category

How to create a category

Path : Admin >> Off boarding >> Categories >> Add New

Add “General” as a category in case of default tasks for all kinds of exit processes i.e., resignation or termination or retirement.



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    • What is meant by category.

      A Category is a group of off boarding where the tasks for the process can be differentiated and categorized.
    • How to create Exit Reasons

      The exit reasons that are configured will be available for a user to select while raising a resignation. Path : Admin >> Off boarding >> Reasons >> Exit Reasons >> Add New
    • How to generate a Exit Interview Report.

      HR will be having a provision to download the reposnses that were submitted by the employees under exit interview as a report using the following path. Path : HR Role >> Offboarding >> Exit Process >> Download (top-right)
    • Can we retain the employee after exit process.

      Path : HR Role >> Offboarding >> Pending requests >> Initiate requests >> Employee record >> Initiate Choose retain, in case the employee’s exit process has to be ended-up and the employee will be retained into the application.
    • Can we retain the employee after exit process.

      Path : HR Role >> Offboarding >> Pending requests >> Initiate requests >> Employee record >> Initiate Choose retain, in case the employee’s exit process has to be ended-up and the employee will be retained into the application.