PACK SLIP

Separation Information – A Summary of the Activity

The “Separation Information” activity enables you to update resignation, separation, termination and contract end details of list of employees. Separation can occur due to many reasons. Typical reasons could be when the employee’s services are terminated, the employee’s contract is overdue to superannuation, resignation, dismissal due to disciplinary action, death, disability and so on.

Employee’s separation is initiated by the user as per the rights defined in the “Client Access Rights”. You are allowed to enter the employee code of the separation initiator. The process of separation leads to settlement and the exit interview where relevant information (reasons for separation) is gathered from the employee. The data collected in the exit interview can be used for further improvement of the HR processes and other systems in the organization.

If there is any resignation, separation, termination and contract end then in such cases, the following details have to be updated in order to process the separation request:

4 Resigned Date

4 Last Working Date

4 Notice Period in Days

4 Notice Period Waiver

4 Employee Separation Reason

4 Employer Separation Reason

4 Exit Interview Conducted By

4 Process Period for F and F Settlement

4 Remarks

Separation Information

ØSelect “Separation Information” activity under the “Employee Information Management – Bulk”.

The “Maintain Employee Separation Details” page appears.

ØEnter the following field details in the header:

Client Code	From the drop-down list box, select the code of the client.
Client Name	The name of the client is displayed on selecting the client code.
Service Location	The Service Location is displayed on selecting the client code. If there are multiple service locations then select from the combo but if there is only one service location then that will be defaulted.

ØEnter the following field details under “Search Criteria” in the header:

Employee Code From/Effective Code To	Enter the employee code range From and To of the employee Help facility available
Department	On selecting the employee code, the “Department” is displayed by default. From the drop-down list box, you are also allowed to select the department type. The combo is loaded with various values for you to choose.
Store/Branch/Office	On selecting the client code, the “Store/Branch/Office” is displayed by default. From the drop-down list box, you are also allowed to select the employee’s store/office/branch. The combo is loaded with various options for you to choose.
DOJ From/Date To	The date of joining From and To range for the search criteria.
Contract Start Date From	The date from which the contract for employment has started
Contract Start Date To	The date till which the contract for employment has started.
Separation Status	From the drop-down list box, select the status of the contract separation. The combo is loaded with the values “Authorized”, “New” and “Pending for Authorization”. The system displays “Select” by default on launch of the page. Mandatory.

ØClick the “Show Details” push button. The system displays the “Employee Code”, “Employee Name” and “Status”, details in the “Maintain Employee Separation Details” multiline.

ØEnter the following field details in the “Maintain Employee Separation Details” multiline:

Status	The status of the selected record. The status may be “Success” or “Error” depending on the selected record.
Resigned Date	The date on which the employee has resigned. Mandatory.
Last Working Date	The last working date of the employee. Mandatory.
Notice Period in Days	The period of notice in days. Mandatory.
Notice Period Waiver	From the drop-down list box, select the required option to waive off the notice period. The combo is loaded with the values “Yes” and “No” for you to choose. Mandatory.
Employee Separation Reason	From the drop-down list box, select the required reason for employee separation. The combo is loaded with various reasons for you to choose. The system displays “Select” by default on launch of the page. Mandatory.
Employer Separation Reason	From the drop-down list box, select the required reason for employer separation. The combo is loaded with various reasons for you to choose. The system displays “Select” by default on launch of the page. Mandatory.
Exit Interview Conducted By	The name of the person who conducted the exit interview.
Process Period for F and F Settlement	The process period for Full and Final settlement. Help facility available
Remarks	Key in any remarks or feedback.
Error Remarks	Any error while creating the record is listed in this field.

ØSelect the required field and click “Submit” to submit the details entered.

Note: On saving the selected record, the “Notice Period Recoverable Days” and “Separation Status” get displayed.

Notice Period Recoverable Days	The recoverable notice period balance in days. On saving the selected record, it is automatically calculated and displayed.
Separation Status	The status of the contract separation. On saving the selected record, it is automatically calculated and displayed.

ØClick “Authorize” to authorize the contract separation.

Note: On clicking “Authorize”, the system will check for all the mandatory validations and the selected employee will be inactive within the effective date and the “Separation Status” will be changed as “Authorized”.