Employee Separation occurs when an employee’s contractual agreement with their organization concludes, leading to their departure from the company.

This situation arises when an employee resigns or is terminated from their position within the organization.

Use Case: Let’s assume that following are the activities which need to be performed as soon as an Employee needs to be separated from the organization.

• Collect laptop.
• Clear dues
• Delete Employee Email Account
• Collect identity card.

In BizCentric HR, these standard activities can be tracked in the Employee Separation Template. To access Employee Separation, go to:

> Human Resources > Employee Lifecycle > Employee Separation

1. Prerequisites

Before creating an Employee Separation, it is advisable that you create the following documents:

• Employee
• Department
• Designation
• Employee Grade

2. How to create an Employee Separation

1. Go to: Employee Separation > New.
2. Select the Employee. Once the Employee is selected, the corresponding Employee information such as Department, Designation and Employee Grade will automatically get fetched.
3. Select the Employee Separation Template. Based on the template selected, information such as Department, Designation and Employee grade will be automatically fetched (if already mentioned in the Separation Template).
4. Enter the Resignation Letter Date.
5. Additionally, you can also enter the Exit Interview Summary.
6. Save and Submit.

Note 1: In the absence of an Employee Separation Template, you may input the separation details directly into the Employee Separation document.

Note 2: The ‘Status’ of the Employee Separation will be updated to Completed once all related Activities have been finalized.

3. Features

3.1 Employee Separation Template

The Employee Separation Template serves as a framework comprising a pre-established list of tasks for managing employee separations. It can be tailored for specific departments, designations, and employee grades.

To create a new Employee Separation Template:

1. Go to: Human Resources > Employee Lifecycle > Employee Separation Template > New.
2. Enter the Department, Designation and Employee Grade (optional).
3. Mention the Activities for separation. For each Activity, you can also mention the User or Role, or one of it, to whom this Activity will be assigned.
4. You can also schedule the Separation Activities by specifying the Begin On (Days)* i.e. when the activity has to start and the *Duration (Days) for the same.

3.2 Tasks and Assignments

When an Employee Separation form is submitted, it triggers the creation of a Project. Within this Project, individual Tasks are generated for each Activity. If you’ve specified dates and durations for activities, the Tasks will be scheduled accordingly, excluding holidays.

To access the created Projects and Tasks, navigate to View > Project/Tasks.

Furthermore, each Activity can be assigned a weight based on its significance. Progress in the Employee Separation process can be updated based on the progress of these Tasks.

3.3 Employee Status

You can directly view the separated Employee through the Employee Separation doctype through View > Employee once the form is submitted.

4. Related Topics

1. Employee Onboarding
2. Employee Promotion
3. Employee Separation