Separation HR FAQs

1. Separation details are still appearing in grid in separation queue page even though status has been marked and closed?

   Separations details will be display in queue in separation queue page up to relieving date of a particular employee.

2.  Employee's checklist is lying in Reporting Officer’s queue who has been relieved?

   The Workflow sub menu (HR>> Workflow) allows you to swap the existing approver. To swap the existing approver, perform the procedure Existing Approvals. Swap the queue from existing approver to the desired person

3.  I want to provide additional approver for resignation request.

   The Workflow sub menu (HR>> Workflow) allows you to provide additional approver for resignation request. To provide additional approver for resignation request, perform the procedure Additional Approvals.

4.  I want to remove the additional approver for resignation request.

   The Workflow sub menu (HR>> Workflow) allows you to remove additional approver for resignation request. To remove addition approver for resignation request, perform the procedure Additional Approvals.

5.  I need to add a mode of separation, how do I add it?

   The Separation reason sub menu (PW Admin>>Separation) allows you to add a mode of separation. To add a mode of separation, perform the procedure Adding separation reasons..

6.  How do I add few more reasons for employee’s resignation?

   The Separation reason sub menu (PW Admin>>Separation) allows you to add a mode of separation. To add reasons for separation, perform the procedure Adding separation reasons.

7.  I want to add few more HR’s reason for resignation. How do I add reasons?

    The Separation reason sub menu (PW Admin>>Separation) allows you to add reasons for separation. To add reasons for separation, perform the procedure Adding separation reasons.

8.  In Separation queue page when I click on Letter hyperlink under issue letter column, there are no letters seen. How do I map the letter?

   The Separation letter mapping sub menu (PW Admin>>Separation) allows you to map letter in Separation queue page. To map letter in Separation queue page, perform the procedure Mapping separation letters.

9.  How do I add exit interview questions?

   The Exit interview sub menu (PW Admin>>Separation) allows you to add exit interview questions. To add exit interview questions, perform the procedure Adding or editing exit interview forms questions.

10.  How to add checklist items?

    The Handover checklist items sub menu (PW Admin>>Separation) allows you to add checklist items. To add checklist items, perform the procedure Adding handover checklist items.

11.  How to create department checklist clearance level?

    The Handover checklist template sub menu (PW Admin>>Separation) allows you to create department checklist clearance level. To create department checklist clearance level, perform the procedure Adding handover checklist templates.

12.  How to update separation details?

    The Separation details sub menu (HR>>Separation) allows you to update separation details. To update separation details, perform the procedure Updating separation details.

13.  How to view resigned employee separation details?

    The Separation details sub menu (HR>>Separation) allows you to view the resigned employee separation details. To view the resigned employee separation details, perform the procedure Viewing resignation details.

14.  How to submit resignation on behalf of employee?

    The Forced separation sub menu (HR>>Separation) allows you to submit resignation on behalf of employee. To submit resignation on behalf of employee, perform the procedure Resigning on behalf of employees.

15.  I am unable to mark status, save option is not available. How do I proceed?

    This signifies that the separation item is picked by another HR or handover checklist approval is pending in his/her queue. Request the concerned HR to mark the status.

16. How can I resign an employee in Peopleworks?

    Below are the steps to resign the employee(s):

    1. Navigate through HR>> Separation>> Separation details.

    2. Search for the employee to be separated in the Employee Search field and click on "Go".

    3. Notice period will be automatically fetched. Enter the Resignation date and Actual Relieving date.

    4. Select the Employee reason, Mode of separation and Reason from the dropdown available.

    5. Type-in the comments if needed and upload the necessary documents in the "Upload proof" (Not mandatory).

    6. Click on Save.

    OR

    1. Navigate through HR>>Separation>>Forced Separation.

    2. Search an employee and click on Submit Resignation.

    3. Enter all the details and click on Apply.

    4. The respective approvers will get emails to take action.

    5. Once all the approval process is done, HR will get a hyper link to conduct Exit Interview details and the Mark status.

    6. Once Mark status is done an employee will be resigned in the PW.

17. How can I configure the resignation e-mails to REV?

    1. Navigate through PW Admin>>Email Configuration>>Configure Events.

    2. Select the Event name "Apply Resignation" and click on Configure.

    3. Select the template name and click on edit.

    4. In CC/TO add the REV template and click on Save and Close.

    5. Click on Save button.

18. How do I configure the Handover Checklist template?

    Below are the steps to be followed to configure handover checklist:

    1. Navigate through PW Admin >> Separation Admin >> Handover Checklist Template.

    2. Click on Add and enter all the details (name, approver, department, checklist items and click on Save and Close.

19. How do I configure Separation Letter Mapping?

    Below are the steps to configure Separation Letter Mapping:

    1. Navigate through PW Admin>>Email Configuration>>Letter type. Add the type of the letter.

    2. Navigate through PW Admin>>Email Configuration>>Letter template. Map it to the letter type created and create a template.

    3. Navigate through PW Admin>>Separation Admin>> Separation Letter Mapping.

    4. Select the Letter from the Separation Letter dropdown.

    5. Click on Save.

20. How do I add Approvers for separation?

    Below are the steps to add approvers:

    1. Navigate through PW Admin>>Separation Admin>> Separation Approvers.

    2. Select the Employee from the list and click on Add Approver.

    3. Enter the Employee name and click on add, the name would reflect in the Approvers list.

    4. Click on Save.

21. How do I add the reason for Separation in PW?

    Below are the steps to add the reason:

    1. Navigate through PW Admin>>Separation Admin>> Separation Reason.

    2. Click on add button and enter the Reason, select the Mode of separation, enter description (if any) and if the reason is for Employee then check the ‘For Employee’ checkbox.

    3. Check the active checkbox.

    4. Click on Save on Close

22. How is the Separation process taken place?

    Below are the steps of how separation process takes place :

    1. Employee submits resignation.

    2. Resignation for approval in the RO action items.

    3. RO taking action.

    4. Status of resignation in Employee’s login.

    5. Resignation for approval in REV’s action items.

    6. REV taking action:

    7. Approve Handover checklist in RO’s action items.

    8. RO approves Handover checklist and once approved it is disappeared from the grid.

    9. Approve handover checklist in the Handover Checklist Item approver’s action items.

    10. Approver approves the handover checklist.

    11. Approve handover checklist in the IT Approver’s action items.

    12. IT approver approves the handover checklist.

    13. Disappeared from the grid after approval.

    14. Approve handover checklist in the action items of Senior Manager-Finance.

    15. Senior manager-finance approves the handover checklist.

    16. Disappeared after handover checklist approval.

    17. Handover checklist approval in the HR’s action items.

    18. HR approves the checklist

    19. Disappeared from the HR grid after approval.

    20. Status in the employee’s Submit Resignation page.

     

    Note: Mickey-4 and Goofy-6 are mapped to IT admin checklist approval, hence either of them can approve. Once approved, the process flows to next department clearance.

    21. Once all the approval process is done, HR will get a hyper link to conduct Exit Interview details and the Mark status. Once Mark status is done an employee will be resigned in the PW.

23. How do I configure questions for Exit Interview Details?

    Below are the steps to follow exit Interview Details:

    1. Navigate through PW Admin>>Separation>>Exit interview details.

    2. Click on Add and fill all the necessary details, Copy Template are used to copy all the questions of all the other types.

    3. Click on Question hyperlink to add new questions. Click on Save.

    4. The same can be previewed by clicking on Preview button

24. How can I do mark status for an employee?

    Below are the steps to do mark status for an employee once he has applied and completed his separation process.

    1. Navigate through HR>>Separation >>Separation Queue.

    2. Search for the employee and click on the hyperlink Mark Status.

    3. Enter all the details and click on Save.

25. How can I configure Exit feedback details?

    Below are the steps to configure exit feedback details:

    1. Navigate through PW Admin>>Separation Admin>>Exit feedback.

    2. Click on Add and fill all the necessary details, Copy Template are used to copy all the questions of all the other type. Click on save.

    3. Click on Question hyperlink to add new questions. Click on Save.

    4. The same can be previewed by clicking on Preview button.

26. How do I add Handover checklist items?

    Below are the steps to add handover checklist items:

    1. Navigate through PW Admin>>Separation>>Handover checklist items.

    2. Click on Add, enter the checklist item name. Ex: Laptop

    3. Click on Save and Close.

27. How to send the relieving letter to an employee after the separation has been completed?

    Below are the steps:

    1. Navigate through HR>>Separation>>Separation Queue.

    2. Select the employee whose separation approval process is completed.

    3. After selecting click on Mail letter and click on Ok.

28. How do I complete Full and Final Settlement?

    Below are the steps:

    1. Navigate through HR>>Separation>>Full and Final Settlement.

    2. Search for the employee and Fill the necessary fields such as Asset Evaluation, leave Encashment, compensation and bond.

    3. Click on Save.

29. How can I do Forced resignation for an employee?

    Below are the steps:

    1. Navigate through HR >>Separation>>Forced Separation.

    2. Search for an employee and click on Submit Resignation.

    3. Fill the necessary fields such as Employee name Resignation Date, Relieving Date, Reason and comments.

    4. Click on Apply.

    

30. How is the configuration settings made for separation?

    Below are the steps:

    1. Navigate through PW Admin>>Separation >>Configuration Settings.

    2. Fill the page with all the necessary fields such as Resignation Approval flow (if parallel then approvals can be done parallel and if sequential then approvals has to be done one after the other ), Exit feedback, Exit interview ,Exit interview By, Escalation Required, Escalation After, "Handover Checklist Approval Queue Days" and Reminder days.

    3. Click on Save.

    

31. How is the Web Access of an employee disabled? (Though the employee is resigned he is still has access  to web, How can it be disabled or checked?)

    According to functionality once the separation details of an employee is done, the web access will be disabled. After the separation details has been done and still if the employee is having the web access then below steps has to be followed:

    1. Navigate through HR>>Employment Details>>Current organization.

    2. Search for the employee and next to Employee Web Access check the No checkbox.

    3. Click on Save.

    

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