Resignation (s) Detail
In the Display EDM Details radio button, select Yes or No to either view the EDM details or not.
If the radio button selected is Yes, then the below checkboxes appears.
Personal Email ID
Contact Number
Address
Permanent address
Present address
Bank A/c number
Bank Name
IFSC Code
Branch name
The admin can tick the required checkboxes.
In the Allow to Edit column the user can opt whether the details can be edited or not at the individual field level.
Resignation Date
The option to view the resignation date details can be opted by selecting the radio button Yes or No. If the option selected is Yes, then below checkboxes appears.
The employee, separation approver(s) and HR can view / edit the resignation dates (based on the option selected).
In the Allow Future Date radio button, select Yes or No option.
In the Allow Previous Date radio button, select Yes or No option.
Relieving Date
The option to view the relieving date can be opted by selecting the radio button Yes or No. If the option selected is Yes, then below checkboxes appears. If option selected is No, then below fields will not appear.
Actual Relieving Date [Employee] if checkbox selected is Employee.
Actual Relieving Date [Separation Approver(s)] if checkbox selected is Separation Approver.
Actual Relieving Date [HR] if checkbox selected is HR.
In the Display Field Name with Responsibility Master radio button select Yes or No.
In the Relieving date falls in Org Weekly off/ Holiday radio button select Yes or No. If Yes is selected, then two options will be given. To set the relieving dates to either previous working date or next working day.
Separation Approvers
The approval email flow is determined by radio buttons Parallel or Sequential:
Select Parallel - If approval email flow has to be parallel to all the departments.
Select Sequential - If approval email flow has to be sequential to all the departments
The option to reject any action is required or not is determined by radio buttons Yes or No.
If escalation is required for separation approvals, then in the Escalation Required choose either Yes or No radio buttons. If Yes is selected, then there will be two options: Workflow Escalation and Auto Approval. If No is selected, then there will be no options.
The number of days after which the resignation application is escalated to the next higher level on the mapped approvers list is determined in the Escalate After (in days) text box.
The number of days after which the reminder alert should be sent is determined in the Reminder Alert (in days) text box.
Approver's Checklist
The checklist flow is required or not is determined by radio buttons Yes or No. If checklist flow required is Yes, then below fields appears. If option selected is No, then below fields will not appear.
Checklist Flow – Select whether the checklist flow should be Parallel or Sequential
Checklist Alert (in days) – Enter the number of days after which a checklist alert needs to be sent.
Seeking Auto Approval – Choose Yes or No to set the auto approval process.
If Yes is selected, then Auto Approval After (in days) text box appears.
If No is selected, then Escalation Required radio button appears with Yes or No appears.
If Escalation required is Yes, then Escalation After (in days) text box appears
Reminder Alert (in days) – Enter the number of days after which remainder alert is sent to the reporting officer.
Display Recovery Amount Field – In this field, the option to display the details related to recovery amount by previous approver’s is determined by Yes or No.
Display Uploaded Details – In this field, the option to display the uploaded details by previous approver’s is determined by Yes or No.
Exit Interview / Feedback Form
The exit interview form is required or not is determined by radio buttons Yes or No. If radio button selected is Yes, then below fields appears. If option is No, then below fields will not appear.
Map Exit Interview Form – Select the required template from the dropdown menu.
Exit Interview Form Filled By – Select the person from the dropdown who needs to fill the exit interview form.
Exit Interview Form Viewed By – Select the person from the dropdown who can view the exit interview form.
Exit Interview Form Mandatory – Select the radio button Yes or No to determine whether the exit interview form is mandatory or not.
The feedback form is required or not is determined by radio buttons Yes or No. If radio button selected is Yes, then below fields appears. If option is No, then below fields will not appear.
Exit Feedback Form Required – Select the required template from the dropdown menu.
Payroll Inputs Required - Select the radio button Yes or No to determine whether the payroll inputs required or not.
LOP Reversal Input Required - Select the radio button Yes or No to determine whether LOP Reversal Input is required or not.
LOP Days Input Required - Select the radio button Yes or No to determine whether the LOP Days Input is required or not.
Click Save to save the changes made or Click Cancel to discard the changes made.
Click to know more:
Configuring Separation Process
Termination (s) / Demise Detail