Revision: 63c7d348ff
Create Wiki Page
Restore Revision
@@ -0,0 +1,66 @@
+<p align="justify"> Employee Separation is a situation when the service agreement of an Employee with his/her organization comes to an end and the Employee leaves the organization.</p>
+
+<p align="justify"> Employee Separation is created for an Employee who has resigned or terminated from the organization.</p>
+
+<p align="justify">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.</p>
+<ul>
+<li>Collect laptop</li>
+<li>Clear dues</li>
+<li>Delete Employee Email Account</li>
+<li>Collect identity card</li>
+</ul>
+<p align="justify">In StrideERP, these standard activities can be tracked in the Employee Separation Template.</p>
+<p align="justify"> <b>To access Employee Separation, go to:</b></p>
+
+Human Capital > Employee Lifecycle > Employee Separation
+
+<h2>1. Prerequisites </h2>
+<p align="justify"> Before creating an Employee Separation, it is advisable that you create the following documents:</p>
+<ul>
+<li><a href="https://docs.gostride.io/human-capital/employee">Employee</a></li>
+<li><a href="https://docs.gostride.io/human-capital/department">Department</a></li>
+<li><a href="https://docs.gostride.io/human-capital/designation">Designation</a></li>
+<li><a href="https://docs.gostride.io/human-capital/employee-grade">Employee Grade</a></li>
+</ul>
+
+<h2>2. How to create an Employee Separation </h2>
+<ol>
+<li>Go to: Employee Separation > New.</li>
+<li>Select the Employee. Once the Employee is selected, the corresponding Employee information such as Department, Designation and Employee Grade will automatically get fetched.</li>
+<li>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).</li>
+<li>Enter the Resignation Letter Date.</li>
+<li>Additionally, you can also enter the Exit Interview Summary.</li>
+<li>Save and Submit.</li>
+</ol>
+<img src="/files/Employee separation.png">
+
+<blockquote><b>Note 1:</b> If an Employee Separation Template isn't created, you can directly fill the separation information in the Employee Separation doctype itself.</blockquote>
+
+<blockquote><b>Note 2:</b> The 'Status' of the Employee Separation will change to Completed once all the associated Activities are complete.</blockquote>
+
+<h2> 3. Features </h2>
+<h3> 3.1 Employee Separation Template </h3>
+<p align="justify"> The Employee Separation Template is a blueprint which contains a predefined list of Activities for Employee Separation. An Employee Separation Template can be created for a particular Department, Designation and Employee Grade.</p>
+
+<p align="justify"> To create a new Employee Separation Template:</p>
+<ol>
+<li>Go to: Human Resources > Employee Lifecycle > Employee Separation Template > New.</li>
+<li>Enter the Department, Designation and Employee Grade (optional).</li>
+<li>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.</li>
+</ol>
+<img src="/files/Employee separation template.png">
+<h3> 3.2 Tasks and Assignments </h3>
+<p align="justify"> On submission of the Employee Separation, a <a href="https://docs.gostride.io/projects/project">Project</a> will be created. Within the Project, <a href="https://docs.gostride.io/projects/task">Tasks </a> will also be created for each Activity. If you have set the date and duration against activities, tasks will be created with appropriate Start and End Date excluding holidays.</p>
+
+<p align="justify"> You can view the created Projects and Tasks through View > Project/ Tasks.</p>
+
+<p align="justify">Additionally, each Activity can be assigned weights based on its importance.</p>
+
+<p align="justify"> Based on the progress on the Tasks, progress can be updated in the Employee Separation process.</p>
+
+<h3> 3.3 Employee Status </h3>
+<p align="justify"> You can directly view the separated Employee through the Employee Separation doctype through View > Employee once the form is submitted.</p>
+
+
+
+