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Record a Departure

 

When an employee leaves the employment of the organization, the date of and reason for departure should be recorded in the employee's record. The employee will become an inactive (or "old") employee in the system, but the employee's data will still be available for historical reporting.

 

1. In the employee's record, click Position Information in the side menu to jump to the "Position Information" section of the record. 

 

2. Under the position, click Record a Departure

 

3. The End Date for employment is set to today's date by default. If that is not correct, change the date. 

 

4. Select the Reason for Departure

 

5. Select the New Status for the position: Open or Discontinued; if the position is marked "Open," it will be available for assignment to another employee or applicant. 

 

6. Click Confirm and confirm that the information entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. 

 

Troubleshooting 

 

An error message is displayed when the Confirm button is clicked. 

 

Make sure that all the fields have been completed. Required fields are outlined in red. Fill in any missing information and try saving again. If you do not want to record a departure after all, click Return (do not save changes)

 

The reason for departure is not available for selection. 

 

The HR Manager must add the reason for departure to the system (see Add a reason for departure).