When an employee decides to exit the organization or the organization decides to terminate an employee, an approval chain for the exit request is nessecary so that the reporting manager and the HR are notified and also can take necessary measures for the smooth offboarding of the employee. Below is how you can set up the approval chain for an employee exit.
Go to Org (1) and under Exits (2) click on Settings (3). Under Settings, you can find Resignation Settings & Termination Settings (4).
The approval chain needs to be set up separately for Resignation and Termination. Now move to the section you would like to set up the approval. For this article, we will be going with Resignation Settings. Under Resignation Settings, click Edit Settings (5).
In the window, after you select Approval is required when an employee's Resignation is initiated (6), you can set up the Approval chain (7). Make the necessary edits and Update (8).
This will set up the approval chain for the exit of an employee. Similar steps can be followed for the Termination approval chain under Termination Settings.
the Hope this article helped you with the steps to enable approval chain for offboarding. Need more help? You can refer to the other articles available or Contact Us!
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