ADMIN
What privileges can we restrict from the admin end
Path : Admin >> Off boarding >> Config >> Add New Final Settlement - Employee will be moved to final settlement process after completion of separation process. Back Dates for User Exit - User can raise resignation request for back dates. OTP ...
Can we provide employees the option to initiate voluntary retirement.
By enabling the feature, the employee can raise voluntary retirement request. Path : Admin >> Off boarding >> Config >> Add New >> Enable voluntary retirement
How to update the approval flow of linking
Path : Admin >> Off boarding >> Approval Flow >> Actions >> Update
How to link the approval flow for user exit and retirement extension.
The Approval flows for a User Exit and Retirement Extension can be configured under this tab as follows: Path : Admin >> Off boarding >> Approval Flow >> Add New
How to create a exit/Retirement Extend document
Path : Admin >> Off boarding >> Documents >> Add New The Letter templates such as Relieving letter, Termination letter can be added in the Letters module and linked to Offboarding processes under the documents tab.
How to update groups
Path : Admin >> Off boarding >> Groups >> Actions (w.r.to group) >> Update. Using the above path, group can be updated.
How to add groups
Groups can be added to categorize the tasks basis the functional unit i.e., Department/ Division. By not setting the group as the default, we can create a group based on the functional unit, such as a department or division. Path : Admin >> Off ...
How to delete a task
Task cannot be deleted, however it can be deactivated. Then it won't appear when a task is created. Path : Admin >> Off boarding >> Tasks >> Tasks >> Actions (w.r.to task) >> Deactivate
How to update a task
Task can be updated using the following path. Path : Admin >> Off boarding >> Tasks >> Tasks >> Actions (w.r.to task) >> Update
How to create a task
A task can be added by using the following path. Path : Admin >> Off boarding >> Tasks >> Tasks >> Add New Reminder days field will be helpful to trigger a reminder to assigned employee by adding reminder days.
How to delete a task checklist
Path : Admin >> Off boarding >> Tasks >> Task Checklists >> Actions (w.r.to checklist) >> Deactivate Task checklists cannot be deleted, however it can be deactivated. Then it won't appear when a task is created.
How to update a task checklist
Path : Admin >> Off boarding >> Tasks >> Task Checklists >> Actions (w.r.to checklist) >> Update Using this path, we can update the task checklist which was created.
How to create a task checklist
A checklist can be added to keep a check on the activities that were performed by the stakeholder during a task. Path : Admin >> Off boarding >> Tasks >> Task Checklists >> Add New
How to delete a task template
Task template cannot be deleted, however it can be deactivated. Then it won't appear when a task is created. Path : Admin >> Off boarding >> Tasks >> Task Templates >> Actions (w.r.to template) >> Deactivate
How to update a task template
Path : Admin >> Off boarding >> Tasks >> Task Templates >> Actions (w.r.to template) >> Update Using this path, we can update the task template
How to group Task Questionnaire’s as a template
The task questionnaire that was added earlier can be grouped up into a template using the following path. Path : Admin >> Off boarding >> Tasks >> Task Templates >> Add New
How to delete a task questionnaire
Task Questionnaire cannot be deleted, however it can be deactivated. Then it won't appear when a task template is created. Path : Admin >> Off boarding >> Tasks >> Task Questionnaire >> Actions (w.r.to question) >> Deactivate
How to update task questionnaire
Path : Admin >> Off boarding >> Tasks >> Task Questionnaire >> Actions (w.r.to question) >> Update Using this path, we can update the task questionnaire’s.
How to delete Exit Reasons.
Exit Reasons cannot be deleted ,however it can be deactivated. Path : Admin >> Off boarding >> Reasons >> Exit Reasons >> Actions (w.r.to Exit Reason) >> Deactivate.
How to update Exit Reasons.
Exit Reasons can be updated using the below path: Path : Admin >> Off boarding >> Reasons >> Exit Reasons >> Actions (w.r.to Exit Reason) >> Update.
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 delete a Termination Reasons
Termination Reasons cannot be deleted, however it can be deactivated. Path : Admin >> Off boarding >> Reasons >> Termination Reasons >> Actions (w.r.to termination reason) >> Deactivate
How to update Termination Reasons
Termination reasons can be updated using the below path: Path : Admin >> Off boarding >> Reasons >> Termination Reasons >> Actions (w.r.to termination reason) >> Update
How to create a termination reasons
The terminations reasons that are configured will be available for a HR to select while terminating an employee. Path : Admin >> Off boarding >> Reasons >> Termination Reasons >> Add New
How to delete a category.
Category cannot be deleted, however it can be deactivated. Path : Admin >> Off boarding >> Categories >> Deactivate (w.r.to Category)
How to update a category.
Category cannot be updated, but we can deactivate it
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.
What is meant by category.
A Category is a group of off boarding where the tasks for the process can be differentiated and categorized.