Manager's, Departmental, Divisional clearance

Menu Path : HRMS > Separations

Accessible to : Office Manager / IT Manager

If selected in setup then Manager, Department Head, Division Head can also be included in the process of providing clearance approvals which are to be updated before a separation can be closed. While providing the approval you might also be required to provide inputs on a checklist of activities.

Steps to be followed -
1. Go to Separation Processing for Team > Clearances tab

2. Filter on "Submitted" status.

3. To process the record click on "Review", the form will open up as shown below.

4. You can capture your comments and also fill up the checklist. After providing your inputs click on "Submit" to approve the Clearance request. When you submit the record an alert will go to the HR manger.

Refer to the article on Bulk processing of separation requests to understand how to process these records in bulk.

After the HR Manager has closed the separation request you can hide the record by using “Hide” button on the row or by clicking on "Hide All Closed & Withdrawn Requests" at the bottom of the table.

Note - while the remarks captured during this process are visible to the employee, the comments on checklist are not visible to the employee.