Managing a separation

Record an employee's exit, submit it for approval, and let it move through the stages until it's completed.

1. Employee Lifecycle — Open the Employee Lifecycle group in the menu.

2. Separations — Then choose Separations.

3. Initiate Separation — Click Initiate Separation at the top right.

4. Employee — Pick the employee.

5. Type — Relieving or Termination.

6. Resignation Date — The date the resignation/exit is recorded.

7. Last Working Date — The employee’s last day.

8. Initiate — The separation is created with status Initiated.

9. Separations list — Find the separation on the list.

10. Submit for Approval — The separation moves to Pending Approval.

Availability

The Employee Lifecycle area may not be turned on for your company yet. If you don't see it in your menu, it isn't enabled — check with your HR or IT team.

Initiating a separation

1. In the left menu, open Employee Lifecycle and choose Separations.
2. Click Initiate Separation. A panel slides in from the right.
3. Fill in:
   • Employee — pick the employee.
   • Type — Relieving or Termination.
   • Resignation Date — the date the resignation/exit is recorded.
   • Last Working Date — the employee's last day.
   • Reason — optional.
   • Notes — optional.
4. Click Initiate. The separation is created with status Initiated.

Submitting for approval

1. On the Separations list, find the separation.
2. Click the send button in the Actions column.

The separation moves to Pending Approval. If an approver rejects it, the status becomes Rejected — address their notes and re-submit using the same action.

The stages a separation goes through

Once approved, a separation moves through:

1. Notice Period — the employee serves their notice.
2. NDC Pending — each department completes its no-dues clearance. See Managing no-dues clearances.
3. Settlement Pending — the final settlement is prepared and approved. See Managing a final settlement.
4. Completed — the exit is fully processed.

Note

The Separations screen lets you initiate a separation and submit it for approval. There is no control for editing its details, changing the notice period, or marking it complete by hand.