Creating Termination of employment documents


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To create the "Termination of employment" document:

  1. Go to HCM.
  2. Under HR recordkeeping, click Terminations of employment.
  3. In the Terminations of employment list, do one of the following:
    • To create a document from scratch, click Create. Then go to step 4.
    • To save time on the document details input, copy the existing document. To do this, select a document line and click copy_icon.png. Then edit the document fields and save the changes. For the description of the fields, see the steps below.
  4. In the Termination of employment (create) window, specify general document details:
    Field Description
    Company A company that hired an employee.
    The field is available if the Manage multiple companies checkbox is selected in Settings > Company.
    The list of companies is based on the Companies catalog.
    Number A document ID.
    It is automatically generated when you post the document.
    You can find a document by ID in the Terminations of employment list.
    Date The date when a document was created. By default, it is the current date.
  5. On the Employees tab, click Add and enter or select the following:
    Field Description
    Employee, Employee ID An employee from the Employees catalog.
    Termination date The employment termination date.
    This date is applied as a filter to automatically fill in timesheets, payroll documents, and employee pay lists.
    Termination reason A reason for the termination of employment.

    Note. Ensure you add the employees that have an employment contract.

  6. Optional: On the Additional information tab, enter additional details on the termination of employment.
  7. Click Post and close.

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