How to do Offboarding General Settings?
- From the dashboard, go to the left panel>> Click on Organization
- Select Offboarding Settings >> go to General Settings >> Click on Edit
- "Who can initiate Separation other than the Admin?" Select from the dropdown - "Employee" or "Reporting Supervisor" or "Level Up Supervisor" or "Head Of Department"
- Then you set the level of approvals. i.e. "Only Admin" or "Level 1" or "Level 2"
Note: Admin will be selected in default for both initiate and approvals
- Set exit interview mandatory : "YES" or "NO"
- We can also restrict the resignation date by "No Back-dated Resignations" or "No Future Resignation Dates"
- You can also upload instructions for employees in a document
- Any document need to upload while separation: "YES" or "NO", If "YES" then you can upload the template and label it.
Note: Based on the initiation of separation and the level of approvals, you can set permissions for users in the question fields