Introduction
Employee Separation is an essential process which takes place whenever an employee leaves your organization. The process can be initiated by the employee’s resignation or termination. Empress offers a user-friendly approach to manage this process efficiently and effectively.
What is Employee Separation?
Employee Separation refers to the process of managing the end of an employee’s tenure with your organization. This includes activities like collecting company-issued property, clearing outstanding dues, deleting the employee’s email account, and retrieving the employee’s identity card.
Empress simplifies this process with the Employee Separation Template. This template allows you to manage all the standard separation activities in a streamlined manner.
To access the Employee Separation Template, navigate to:
Human Resources > Employee Lifecycle > Employee Separation
Preparing for Employee Separation
Before you create an Employee Separation, gather the following information:
- Employee details
- Department
- Designation
- Employee Grade
With these details handy, you’re ready to create an Employee Separation.
How to Create an Employee Separation
Follow these steps to create an Employee Separation:
- Go to: Employee Separation > New.
- Select the Employee. Empress will automatically fetch the relevant employee information like Department, Designation, and Employee Grade.
- Choose the Employee Separation Template. Empress will fetch the information from the selected template.
- Enter the date of the Resignation Letter.
- If desired, enter the Exit Interview Summary.
- Save and Submit.
Note: If there is no Employee Separation Template, you can manually enter the separation information in the Employee Separation itself. The ‘Status’ of the Employee Separation will change to Completed once all the associated activities are complete.
Key Features of Employee Separation
Employee Separation Template
The Employee Separation Template is a pre-defined list of activities for managing employee separation. You can create a unique template for each Department, Designation, and Employee Grade.
To create a new Employee Separation Template:
- Go to: Human Resources > Employee Lifecycle > Employee Separation Template > New.
- Enter the Department, Designation, and Employee Grade (optional).
- List the activities for separation. For each activity, you can assign a User or Role responsible for its completion.
- Schedule the Separation Activities, specifying the Begin On (Days) and the Duration (Days).
Tasks and Assignments
Once the Employee Separation is submitted, Empress will create a Project. This project will generate Tasks for each activity. If you have set dates and durations for activities, tasks will be created with appropriate Start and End dates, excluding holidays.
You can view the created Projects and Tasks through View > Project/ Tasks. You can also assign weights to each Activity based on its importance.
Employee Status
You can directly view the status of the separated Employee through the Employee Separation doctype via View > Employee once the form is submitted. This way, you can easily track the progress of each separation process.
In conclusion, Empress’s Employee Separation feature streamlines the process of managing the end of an employee’s tenure with your company. It offers a user-friendly, efficient way to ensure that all necessary steps are taken and tracked. For further assistance, consult the Empress support resources or reach out to our customer service team.