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Registration of Terminations in HR-Expert

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 

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. 

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 "acitve"  (see screenshot #05)

screenshot #04

screenshot #05

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)
  • change the data as requested
  • leave the status of the termination on "announced" (screenshot #07)
  • save date with clicking on "Save"  

screenshot #06

screenshot #07

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)
  • Change the status from "announced" to "withdrawn" (see screenshot #08)
  • Fill in the data of the withdrawing (see screenshot #08)
  • Save the data via clickinig on the button "Save"

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  • Employee form/employment/resigation: term "announced" is teplaced by the term "withdrawn  (see scrennshot  #09).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

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Step 3b  - Implement termination


If there is no reason that the termination would be altered or canceld,  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)

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

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

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  • Employee form/employment/resignation: the termination status says "implementated", a resignation data is added (see screenshot #12) 
  • 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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Further information concerning the tab "Employment/Employment" and "Employment/Resignation" are offered  the chapter "Employment  field index". 

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