Office manager / IT manager's clearance
- Ensuring that the employee has returned all assets assigned to him. If there
are no pending assets to be returned then the separation clearance can be provided
immediately
- If there are assets pending and the employee has not returned the system will
not allow you to approve the clearance request
Steps to be followed -
1.
On the Separation Processing tab use the filter to select the role for which
you want process the records
2. If a request has been approved and clearance approval is pending with you then you would see the status as "Submitted". To process the record click on "Review", the form will open up as shown below.
3. If there are some assets allocated to employee you would see the list, even
if the asset has not been received by the employee (but has been allocated by
IT/Office manager) or even if asset has been returned but not updated in EazeHR
it will be visible in the list here
- If employee has left the company without returning the assets then the Office
/ IT manager can select that status as 'Not Returned' as shown in image below
and put the recovery amount
- If the asset has been physically handed over but not returned in the system
you can update it as "Returned" here, you can put a recovery amount even for
returned assets
- Recovery amount updated here would be visible to the Payroll manager while
doing the Full and Final, the comments entered here will also be visible
- If you select asset status as "Not Returned" then this asset will be updated
as "Disposed" in asset register
- If you select asset status as "Returned" then this asset will be updated
as "Available" in asset register
4. 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.
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by using “Hide” button on the row or by clicking on "Hide All Closed & Withdrawn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.
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