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"