Initiatiation / approval / closure of separation requests in bulk

Initiatiation / approval / closure of separation requests in bulk

Menu Path : HRMS > Separations
Accessible to : Initiator as per setup

Initiators and Approvers of separation can use the bulk upload feature to create and approve the separation requests in bulk.

1. Bulk creation of separation requests
To create multiple separation requests follow the steps given below
1. Click on "Manage Bulk Upload" button  as shown below


2. You will be navigated to a new page from where you can download the excel template using which you can upload the data.


Download the template, by clicking on "Download Template" button, an excel template would be downloaded, do not change the file name or delete or rename any column.

If you only have the initiator role you will need to provide
- Employee Code
- Type of Separation
- Reason for Separation

If you both the initiator and approver role you will need to additionally provide
- Last Working Day : update the desired last working day, this will have an impact on the notice period being served by the employee
- Rehire eligibility : Yes / No
- Type of loss : Critical Loss /  Not Regretted / Regretted But Not Critical - the list comes as per values defined in setup
- Adjust leaves against notice period recovery : Yes / No

3. Fill up the template and click on "Upload" button to upload the details. System will check the data for completeness of data, any duplication, any wrong value.


You can download the rejected data to understand the issues in the rows which are being rejected or you can click on Submit which will update the system with the approved data.

Refer the attached format -
For initiators : Upload Template - Initiator
For initiator cum approver : Upload Template - Initiator + Approver

2. Bulk approval and closure of separations
As an HR Manager or HR Executive you can process the approvals and closures in bulk by following the steps given below -
1. Select the records which are pending for your approval and closure.


2. Use the "Bulk Approve and Close" button. All the records which have been approved by other clearance approvers will be closed.


3. Bulk Relieving letter generations
Use the "Bulk Relieving Letter Generation" button to generate relieving letters for all separations where all the approvals have been received.

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