Define Checklist
Explanation
Use this activity to define a checklist of things to do when employee's
employment is terminated, e.g., returning a company phone, keys, access cards.
The list is connected to a reason for leaving, so that when a reason is selected
in the assistant - a specific checklist is be generated.
Prerequisites
In order to perform this activity:
- A reason for leaving has to be
defined
System Effects
As a result of this activity, when a relevant reason for leaving is selected
in the Terminate Employment assistant, a list of things to do in
regards to the termination will be generated.
Window
Reasons for Leaving
Related Window Descriptions
Reasons for Leaving
Procedure
- Open the Reasons for Leaving window.
- Search or populate to find a reason for leaving that should have a
checklist associated with it.
- Right-click the reason and click Termination Process Action
Configuration. The Termination Process Action Configuration
window will open.
- Add a new record in the table.
- In the Termination Process Action Name field, enter action that
you want to add to a checklist.
- In the Valid From and Valid To fields, enter a validity
period for the action. If a checklist will be generated outside of the
period, the action will not appear.
- If you want an email to be sent to a person responsible for the action,
select the Email Required check box.
Note: If you select this check box, you will need to define an
appropriate
mailing event.
- In the Responsible Person field, select who will be responsible
for the action. Following values are available:
- Employee - the employee whose employment is being terminated
will be responsible for the action.
- Supervisor of the Employee - a direct supervisor of an
employee.
- Alternatively, you can select someone else by entering Company,
Organization Code, and Position ID of a person that the
system should look for to perform the action.
- To define when an action is due, fill in 4 following fields
- In the Due Date Context field, select if the due date should
be calculated based on the leave notification date, or employment end
date.
- In the Condition field, select if the due date should earlier
or later than the Due Date Context.
- In the Quantity field, enter the number of days/weeks/months
after/before which the action should be due.
- In the Period field, select if the number entered in the
Quantity field is Days, Weeks, or Months.
- Keep adding actions until the checklist is defined.
- Save your changes.