Office manager / IT manager's clearance

Menu Path : HRMS > Separations

Accessible to : Office Manager / IT Manager

During separation clearance Office / IT manager's are responsible to 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. 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. 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 EazeWork 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

5. After providing your inputs click on "Submit" to approve the Clearance request. When you submit the record an alert will go to the HR Manager.

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the separation request you can hide the record by using “Hide” button on the row or by clicking on "Hide All Closed & Withdrawn Requests" at the bottom of the table.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

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