Option 1 - Exit Interview by HR Manager
While
giving the clearance approval or later but before closing the separation HR Manager
can fill up details of exit interview as shown in the image below.
This process is designed when interview inputs are filled up by HR. The options in the points columns can be designed in setup.
Steps to be followed -
- Use action button “Edit” to open and process a Separation request in Submitted
status
- Go to HR Section tab and use “Add Row” to create a row to enter the details
of exit interview
- Approve the request by clicking on “Submit” button
HR
Manager can send a link to the employee to update the exit interview details,
this link can be sent before or after the employee's last working day. Click
on the button "Send Exit Interview Form to Employee" to send the form. The form
can be designed in setup.
Please remember that if the employee's last working day has gone in past then the official email id might not be active. Make sure to update the current email id and other contact details using the "Add Future Contact Details" button before sending the Exit interview form.
Filled up exit interview forms can be downloaded from the separation form or
from Download Documents report