Separations

The Separations screen is used by the HR Manager to initiate, track, and finalize all employee departures, whether voluntary (resignation) or involuntary (termination).

Navigating the Separations Module

• Location: Access this module through the main menu path: Home $\rightarrow$ Employee Movements $\rightarrow$ Separations.

• Purpose: To create an official, compliant record of employee exits, which triggers final pay and system access revocation.

• Key Data: The main list tracks the Employee, the Date the record was entered, the Last Day of employment, and the specific Exit Type.

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Step-by-Step: Initiating a New Separation

1. Start the Request

• Click the Plus Icon ($\text{+}$) in the top right corner of the screen to open the separation form.

2. Enter Employee and Exit Details

• Select the Employee whose employment is ending.

• Set the Last Day: Enter the employee's official final day of employment.

Note: This date is critical as it dictates when the employee's record becomes inactive and when final pay is calculated in the Payroll module.

• Define the Exit Type: Select the appropriate reason for departure from the dropdown (e.g., Resignation, Termination, Retirement).

3. Finalize the Record

• Click "Save" or "Submit" to create the separation record.

• The record will appear in the Separations list and is now ready for the offboarding checklist and final payroll processing.

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Managing and Auditing Separations

• Searching: Use the "Search records..." bar to quickly find any past separation record for compliance checks or reference.

• Auditing: The Date and Exit Type columns provide the necessary information for turnover reporting and legal audits.

• System Update: Once the separation is finalized, the employee's Status in the People Management module is automatically updated to reflect their departure.