Resignation Wizard

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(→‎How to Trigger the Resignation Wizard)
 
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==Resignation Wizard==
 
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<b>Coming Soon.</b>
 
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Stay tuned, the Resignation Wizard will be coming soon.
 
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==Resignation Wizard Navigation Functionality==
 
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There are multiple navigation options available to you throughout the Resignation Wizard. These navigation options are outlined below.
 
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#<b>START</b> - the "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
 
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#<b>View</b> - to View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
 
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#<b>Select</b> - select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
 
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#<b>Create New</b> - allows you to create a New Record within a particular Wizard (where relevant).
 
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#<b>Create</b> - allows you to 'save' a New Record you've created.
 
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#<b>Edit</b> - allows you to Edit a Record.
 
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#<b>Save</b> - allows you to Save a Record.
 
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#<b>Delete</b> - allows you to Delete a Record.
 
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#<b>Previous</b> - allows you to go back one step.
 
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#<b>Clear</b> - allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
 
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#<b>Submit</b> - allows you to Submit the data or Record/s you've added into a Wizard.
 
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#<b>Close</b> - allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
 
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#<b>Search</b> - a Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
 
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#<b>Next</b> - to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
 
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#<b>Breadcrumbs</b> - on the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go back' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).
 
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==How to Trigger the Resignation Wizard==
 
==How to Trigger the Resignation Wizard==
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You can trigger the Resignation Wizard from the Wizard popup menu:
 
You can trigger the Resignation Wizard from the Wizard popup menu:
  
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# Select "START" at the top right-hand side of the Dashboard [The top right of your screen].
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&#9;1. Select "START" at the top right-hand side of the Dashboard [The top right of your screen].
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# Click on the downwards pointing arrow (right-hand side of the popup window) to open the dropdown list.
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<br>
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# Scroll down and click on the "Resignation" option then click "Select."
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&#9;2. Scroll down and click on the "Resignation" option from the menu, then click "Select."
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<br>
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&#9;3. Employees will be able to do this for themselves. Managers can do it for themselves or their Team Member. People & Culture Users/System Administrators can do this for any Employee.
  
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The Resignation Wizard allows Users to quickly and easily report/record submit their Resignation.
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The Resignation Wizard allows Users to quickly and easily report/record and submit their Resignation.
  
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<b>NOTES for using the START Wizard menu option for My Info, Manager and People & Culture Dashboards:</b>
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<br>
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Managers (with Line Manager User Group Assigned), can create Resignations for other Employees, but those Employees must be their direct report (just because an Employee is a ‘Manager’ and has ‘Line Manager’ User Group assigned, this does not allow them to create Resignations for any/all Employees). Submitting Resignations works as follows:
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*System Administrators and People & Culture Users can create/submit Resignations for all Users.
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**To do so, the User must be on the People & Culture Dashboard (and can then use the Resignation Wizard via the 'Start' Wizard menu).
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*Managers can create Resignations on behalf of their direct reports only (such Managers need to have 'Line Manager' User Group assigned, they have to be set in the System as a 'Manager,' and specified as the Employee's Manager to be able to do this). Other Line Managers can't create Resignations on behalf of Employees for whom they are not the specified/assigned Manager. Only one Manager can/has the capacity to do this.
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**To do so, the User must be on the Manager Dashboard (and can then use the Resignation Wizard via the 'Start' Wizard menu).
  
 
== Resignation Wizard Steps==
 
== Resignation Wizard Steps==
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&#9;1. <b>Reason for Resignation</b> – specify the reason for resigning.
 
&#9;1. <b>Reason for Resignation</b> – specify the reason for resigning.
 
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&#9;2. <b>Final Day of Work</b> – specify the Employee's final day of work.
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&#9;2. <b>When are you finishing up?</b> – specify the Employee's final day of work.
 
<br>
 
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&#9;3. <b>Feedback</b> – Users can provide Feedback to the organisation about their experience during employment.
 
&#9;3. <b>Feedback</b> – Users can provide Feedback to the organisation about their experience during employment.
 
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&#9;4. <b>Company Property You Need to Return</b> - specifies the Company Property (if any) that the resigning Employee needs to return prior to Offboarding.
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&#9;4. <b>Resignation Letter</b> – You can attach a Resignation Letter. One Resignation Letter can be attached. This will appear in the Offboarding area. Under the relevant "Action". If there is nothing attached here. The People & Culture Users can attach this via the "Attach Resignation Letter" Action.
 
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&#9;5. <b>Summary</b> – the final screen for the Resignation Wizard option is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to complete Wizard click “Submit.”
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&#9;5. <b>Company Property</b> – Any Company Property that is held by the person resigning will be shown here. If the person has NO Company Property this will not show up.
 
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&#9;6. <b>Success</b> – if your Resignation Wizard has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.
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&#9;6. <b>Attachments</b> – You can attach any further documents. Multiple Documents can be attached. If there is nothing attached here. People & Culture users can attach "Attachments" via the Offboarding area from the Relevant "Action".
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<br>
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&#9;7. <b>Summary</b> – the final screen for the Resignation Wizard option is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to complete Wizard click “Submit.”
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<br>
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&#9;8. <b>Success</b> – if your Resignation Wizard has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.
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<br><br>
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Once this is done. People & Culture users can use the Offboarding "To Do" Section to process the Offboarding Pack including recording the actual, "Reason for Leaving". The "Action" for this is "Complete Leaver Details". Then you can "Start Offboarding.
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[[File:subscribehr_logo.gif]]
 
[[File:subscribehr_logo.gif]]

Latest revision as of 05:13, 28 June 2024

How to Trigger the Resignation Wizard

You can trigger the Resignation Wizard from the Wizard popup menu:

1. Select "START" at the top right-hand side of the Dashboard [The top right of your screen].
2. Scroll down and click on the "Resignation" option from the menu, then click "Select."
3. Employees will be able to do this for themselves. Managers can do it for themselves or their Team Member. People & Culture Users/System Administrators can do this for any Employee.

The Resignation Wizard allows Users to quickly and easily report/record and submit their Resignation.

NOTES for using the START Wizard menu option for My Info, Manager and People & Culture Dashboards:
Managers (with Line Manager User Group Assigned), can create Resignations for other Employees, but those Employees must be their direct report (just because an Employee is a ‘Manager’ and has ‘Line Manager’ User Group assigned, this does not allow them to create Resignations for any/all Employees). Submitting Resignations works as follows:

  • System Administrators and People & Culture Users can create/submit Resignations for all Users.
    • To do so, the User must be on the People & Culture Dashboard (and can then use the Resignation Wizard via the 'Start' Wizard menu).
  • Managers can create Resignations on behalf of their direct reports only (such Managers need to have 'Line Manager' User Group assigned, they have to be set in the System as a 'Manager,' and specified as the Employee's Manager to be able to do this). Other Line Managers can't create Resignations on behalf of Employees for whom they are not the specified/assigned Manager. Only one Manager can/has the capacity to do this.
    • To do so, the User must be on the Manager Dashboard (and can then use the Resignation Wizard via the 'Start' Wizard menu).

Resignation Wizard Steps

1. Reason for Resignation – specify the reason for resigning.
2. When are you finishing up? – specify the Employee's final day of work.
3. Feedback – Users can provide Feedback to the organisation about their experience during employment.
4. Resignation Letter – You can attach a Resignation Letter. One Resignation Letter can be attached. This will appear in the Offboarding area. Under the relevant "Action". If there is nothing attached here. The People & Culture Users can attach this via the "Attach Resignation Letter" Action.
5. Company Property – Any Company Property that is held by the person resigning will be shown here. If the person has NO Company Property this will not show up.
6. Attachments – You can attach any further documents. Multiple Documents can be attached. If there is nothing attached here. People & Culture users can attach "Attachments" via the Offboarding area from the Relevant "Action".
7. Summary – the final screen for the Resignation Wizard option is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to complete Wizard click “Submit.”
8. Success – if your Resignation Wizard has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.

Once this is done. People & Culture users can use the Offboarding "To Do" Section to process the Offboarding Pack including recording the actual, "Reason for Leaving". The "Action" for this is "Complete Leaver Details". Then you can "Start Offboarding.



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