Registration of terminations in HR-Expert

Please notice: this manual refers only to HR-Expert!

Having to register the termination of an employment in Personalwolke you find a step-by-step-tutorial in the following, including 

• register termination
• schedule termination
• changing a scheduled termination
• withdrawing a scheduled termination
• implement termination 

Before starting, there is one important decision to make concerning the termination:

• Is the termination definitely to happen? (e.g. instant dismissal, death of the employee)?  

If yes, please go to  "Implement termination" for further information,

• Is there a certain chance for any changing concerning the termination, e.g. data of the last working day or turning an employer notice into a mutual termination. 

If yes, you can find the instructions in the chapter "schedule termination"

Anyway, the first step is to open the profile/employee form of the employee concerned.

Step 1 -  Opening the termination mask

Click on the button "More" and choose "Terminate Employment" in the dropdown list to open the form.  (see screenshot  #01a and  #01b)

screenshot #01a
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screenshot #01b
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Step 2 - Registration of the termination data

Now you can use the mask to insert data, see screenshot #02

The filling in of the mask is completed whether with "Schedule termination" or with "Implement termination" depending on your decision. 

Screenshot #02
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Step 3a - Schedule termination

Scheduling a termination is recommanded if there is a certain possibility of an alternation of the data of termination (e.g. last working day, reason for termination, certain agreements). A changeset of the data of a scheduled termination is possible until the last working day/exit day of the employee.  

With clicking on the button "Schedule termination" the termination of the employee is announced, see screenshot #03.

Screenshot #03
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Scheduling the termination causes entries in the employee form/tab employment: 

• sub-tab resignation: term "announced" and data of the last working day   (see screenshot  #04)
• sub-tab employment: the employment status is still  "active"  

screenshot #04
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Changing a scheduled termination

Any changes of the data of a resignation, e.g. last working day, can be saved as following:

• click on the button "More" and choose "Change/withdraw termination" in the dropdown list to open the form (screenshot #05)
• change the data as requested
• leave the status of the termination on "announced" (screenshot #06)
• save date with clicking on "Save"  

screenshot #05
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screenshot #06
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Withdrawing a scheduled termination

Use this feature for the case of a cancelled termination or to replace a scheduled termination with an implemented termination. 

The path is the same as to changing a termination: 

• Click on the button "More" and choose "Change/withdraw termination" in the dropdown list to open the form (see screenshot #05)
• Change the status from "announced" to "withdrawn" (see screenshot #07)
• Fill in the data of the withdrawing (see screenshot #07)
• Save the data via clicking on the button "Save"

screenshot #07
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• Employee form/employment/resignation: term "announced" is replaced by the term "withdrawn"  (see screenshot  #08).
• Employee form/employment/resignation: the resignation data is cancelled

screenshot #08
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Step 3b  - Implement termination

If there is no reason that the termination would be altered or cancelled, using "implement termination" is recommanded.  

Advice: a scheduled termination must be withdrawn before recording an implemented termination, see chapter "Withdrawing a scheduled termination"!

• First go to the employee form and click on "More". Choose "Implement termination" from the dropdown list (see screenshot #01a and #01b)
• Fill in the form and save the data with clicking on "Implement termination" (see screenshot #09)

Further information concerning this mask you can find under the topic Termination field index.

Screenshot #09
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. After saving, a pop-up text shows the consequences on the employee's profile the implemented termination causes (see screenshot #10)

screenshot #10
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• Employee form/employment/resignation: the termination status says "implemented", a resignation data is added (see screenshot #11) 
• Employee form/employment/employment: the resignation data is shown. The status of the primary employment is active, but the status will end on the resignation day. A second status is added, starting with the day after resignation, showing the state "Terminated" and the reason for termination (see screenshot #12)

screenshot #11
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screenshot #12
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Further information concerning the tab "Employment/Employment" and "Employment/Resignation" are offered in the chapter "Employment field index".