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Employee Resignation
The Employee Resignation module is designed to streamline the process of employee resignation within organizations. It allows both employees and managers to manage the resignation workflow effectively, ensuring smooth transitions during employee exits. This module automates tasks like resignation request submission, checklist completion, and archiving of resigned employees, while giving managers control over setting notice periods and reviewing resignation requests.
Features
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Features
Access Rights for User and Manager
The Employee Resignation module ensures that user access is restricted to their own resignation records, maintaining confidentiality. Managers, on the other hand, have access to all resignation records within the organization.
Employee Resignation Request
Employees can initiate a resignation request through the system, which includes submitting their resignation reason and completing the necessary checklist tasks. Once the request is submitted, it is sent to the manager for review and approval.
Set Notice Period for Employee
Managers have the ability to define the notice period duration for employees resigning. This ensures that both the employee and employer are aligned on the timeline for the resignation process.
Set Resign Checklist for Employee
A customizable checklist is created for each employee during the resignation process. Managers can define tasks that need to be completed, such as returning company property or completing an exit interview. Employees must complete all tasks before their resignation is finalized.
Auto Archive Resigned Employee
Once the employee has completed their resignation process and all associated tasks are done, their record is automatically archived. This feature simplifies the process by eliminating the need for manual archiving, ensuring that resigned employee data is preserved for future reference while keeping the system organized and up-to-date.
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1.) Access Rights for Employee Resignation
Users must assign the roles of "Resignation User" or "Resignation Manager" in the system under the "Resignation" section. This setup ensures that users only have access to their own resignation records, while managers can oversee all resignation records within the organization.
Navigation : Settings → Users & Companies → User
2.) Resign Checklist
Managers can create a customized checklist for employees during their resignation process. This checklist ensures that all tasks required before resignation, such as returning company property, are completed.
Navigation : Employee → Configuration → Resign Checklist
3.) Resign Reason
Managers have the ability to create and specify valid resignation reasons for employees. This helps ensure that the resignation process is formally recorded and that all necessary documentation is in place.
Navigation : Employee → Employee Resignation
4.) Resign Request Created
Once an employee completes their resignation checklist, they submit a resignation request to their manager.
5.) Request Submitted
After submitting their resignation request, the status automatically changes to "Submitted," indicating that the resignation request is in progress and waiting for manager approval
6.) Approve or Reject Request
Managers can approve or reject an employee's resignation request. This step ensures that managers have full oversight of the resignation process and can make decisions based on the employee compliance with company policies.
7.) Set Notice Period
When a manager approves a resignation request, they can set the notice period for the employee. This feature ensures that the employee and manager agree on the final date of resignation, giving adequate time for transition.
8.) Notice Period for Employee
Employees can view the notice period duration set by the manager. This ensures that both parties are aligned on the timeline for the employee resignation and any associated responsibilities.
9.) Notice Period Warning
The system will notify employees if they attempt to leave before completing their required notice period. This ensures that employees comply with the organization’s policies and complete all necessary tasks.
10.) Employee Resigned
Once the employee completes their notice period and finalizes the resignation process, the system automatically changes the employee's status to "Employee Resigned," indicating that the resignation is complete.
11.) Resigned Employee Archived
After the resignation process is completed, the system automatically archives the resigned employee record. This helps maintain a streamlined database while ensuring that resigned employee information is securely retained for future reference.
User Guide
