Providing clearances during separation
Specific clearances can be defined as per the company policies in the setup, the superset of clearances from which these can be selected are
- HR clearance - see below
- Departmental / Divisional / Manager clearance - refer article
- Office Manager / IT Manager clearance - refer article
- Accounts clearance -refer article
HR Manager's Role
1. Modifying the separation inputs given by Approver : if allowed as per company
policy
2. Providing the clearance as a HR Manager
3. Relieving letter generation and separation closure
1. Modifying separation inputs
HR Manager can modify the inputs updated during separation submission after the request has been approved by Approver(s) (if allowed in setup).
Click on Edit. You will be able to view the form as an Approver and would be able to modify the inputs on the first tab. You will not be able to change the last working day or the recommendation on notice period recovery if the full and final is in process (or has been completed). The buttons will be locked.
2. Providing HR Clearance
HR Manager can do the following activities -
a) provide a clearance approval as an HR Manager and capture comments on Review
points
In the image shown above the record of Harish Shukla which is showing pending with
HR Manager can be processed for clearance by clicking on "Review" button. Tab as shown below will be shown. You can update the review points, capture remarks, upload documents
b) update the future contact details - click on "Edit Future Contact Details" button and update the contact details which will be used for communicating with the employee after separation
After you fill up the details click on Submit on the bottom of the form to submit the HR clearance. The status of record will change to Approved.
3. Exit Interview, Relieving Letter Generation and Separation Closure
a) click on "Send Exit Interview Form to Employee", if you are sending it to the employee after his last working day then remember to update the future contact details before sending the Exit Form as it goes to the email id updated in the future details - if updated - else it will go to email ID as per HR records. Refer to the article on Conducting Exit Interviews for more details on how to do exit interview.
c) close the separation record. Refer to the article on Relieving Letter Generation and Closure of Separation Request for more details of these steps.
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