Please notice: this manual refers only to HR-Expert!

Having to registrate the termination of an employment in Personalwolke you find a step-by-step-tutorial in the following, including 

• registrate termination
• schedule termination
• changing a scheduled termination
• withdrawing a scheduled termination
• implement termination 

Before starting there is one importan decision to make concerning the termination:

• Is the terminateion definetly to happen? (e.g. instant dismissal, death of the employee)?  

If yes, please go to  "Implement termination" for further information,

• Is there a certain chance for any changings concerning the termination, e.g. data of the last working day or turning a employer notice into a mutual termination. 

If yes, you can find the instructions in the chapter "schedule termination"

Anyway, the first step is to open the profile/employee form of the employee concerned.

Step 1 -  Opening the termination mask

Click on the button "More" and choose "Terminate Employment" in the dropdown list to open the form.  (see  screenshot  #01a and  #01b)

screenshot #01a

screenshot #01b

Step 2 - Registration of the termination data

Now you can use the mask to insert data, see screenshot #02

screenshot #02

The filling in of the mask is completed wether with "Schedule termination" or with "Implement termination" depending on your dicission. 

screenshot #02

Further information concerning this mask you can find under Termination Field Index.

Please consider: a termination can't be changed any more after you click on "implement termination"!

Step 3a - Schedule termination

Scheduling a termination is recommanded if there is a certain possibility of an alternation of the data of termination (e.g. last working day, reason for terminateion, certain agreements).A changement of the data of a scheduled termination is possible until the last working day/exit day of the employee.  

With clicking on the button "Schedule termination" the termination of the employee is announced, see screenshot #03.

screenshot #03

Scheduling the termination causes entries in the employee form/tab employment: 

• sub-tab resigation: term "announced" and data of the last working day   (see scrennshot  #04)
• sub-tab employment: the  data of the last working day is visible, but the employment status is still on still  "acitve"  (see screenshot #05)

screenshot #04

screenshot #05

screenshot #04

Changing a scheduled termination

Any changes of the data of a resignation, e.g. last working day) can be saved as following:

• click on the button "More" and choose "Change/withdraw termination" in the dropdown list to open the form (screenshot #06#05)
• change the data as requested
• leave the status of the termination on "announced" (screenshot #07#06)
• save date with clicking on "Save"  

screenshot #06

screenshot #07

#05

screenshot #06

Withdrawing a schedulded termination

Use this feature for the case of a canceled termination or to replace a scheduled termination with an implemented termination. 

The path is the same as to changing a termination: 

• Click on the button "More" and choose "Change/withdraw termination" in the dropdown list to open the form (see screenshot #06#05)
• Change the status from "announced" to "withdrawn" (see screenshot #08#07)
• Fill in the data of the withdrawing (see screenshot #08#07)
• Save the data via clickinig on the button "Save"

screenshot #08
#07

• Employee form/employment/resigation: term "announced" is teplaced by the term "withdrawn  (see scrennshot  #09#08).
• Employee form/employment/resigation: the resignation data is canceled

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screenshot #08

Step 3b  - Implement termination

If there is no reason that the termination would be altered or canceldcanceled,  using"implement termination" is recommanded.  

Please consider: a termination can't be changed any more after you click on "implement termination"!

Advice: a scheduled termination must be withdrawn before recording an implemented termination, see chapter "Withdrawing a schedulded termination"!

• First go to the employee form and click on "More". Choose "Implement termination" from the dropdown list (see screenshot #01a and #01b)
• Fill in the form and save the data with clicking on "Implement termination" (see screenshot #10#09)

Further information concerning this mask you can find under the topic Termination field index.

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screenshot #09

.After saving a pop up text shows the consequences converning concerning the employee's profile the implemented termination causes (see screenshot #11)

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#10)

screenshot #10

• Employee form/employment/resignation: the termination status says "implementated", a resignation data is added (see screenshot #12#11) 
• Employee form/employment/employment: the resignation data is shown. The status of the primary employment is active but the status will end on the resignation day. A second status is added, starting with the day after resignation, showing the state "Terminated" and the reason for termination (see screenshot #13)

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• #12)

screenshot #11

screenshot #12

Further information concerning the tab "Employment/Employment" and "Employment/Resignation" are offered  the chapter "Employment  field index".