How to assign Exit Interview & Checklist & Issue Letter to employee?

  • From the Dashboard >> Go to the left panel >> Click on "Employee" >> "Separation Requests"
  • Search for the Employee Name and click on the "Eye icon" in the actions

Assign Exit Interview Template:

  • Choose Template
  • Select Employee
  • If required, select "Which fields would you like to make anonymous?" >> "Employee Name/Designation/Department/Location/Reporting Supervisor"
  • Select "How would you like to administer this?" through "Email" or "Quikchex System"
  • Click on "Submit"

Assign Checklist:

From the dropdown, select:

  • Task
  • Assigned To
  • Due Date

Issue Letters:

Click on "Add letters" and follow the same steps mentioned in "Letter Generation"

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