1) Terminations and Linking to New Companies
Note: The below process explains what you need to do if you add a new employee to your Company and receive a pop-up message advising you that the person is already linked to a Company and Project. Take note that in certain instances an Employee might not be linked to a project, however if they are still linked to another company, the same steps will need to take place but no exit documentation will need to be uploaded.
Follow the process as you would add a new employee.
Add the employee ID number when prompted.
The below message will pop-up advising you that the individual is linked to a company and a specific project.
a) Process to follow if you do have the employees exit documentation
Tick on the Upload Exit documentation block if you have the exit documentation available and select continue.
Using the dropdown selection available select the type of exit documentation you will be uploading for the individual.
Eg: Exit Medical
When you have made your selection and uploaded the relative supporting documentation, select the save button.
b) Process to follow if you do not have the employees exit documentation
When you are adding a new employee to your organization and you see the below pop-up message, you will be required to select the continue button only if you do not have the employees exit documentation.
Once you have selected “Continue”, you will receive a pop-up message advising you that your request was successful.
A request will be sent to the system administrators advising them that an employee is still linked to their company and that another company has requested confirmation of their termination.
2) System Administrator to approve request
Note: Once a request has been submitted all system administrator's will receive a bell notification and an email notification advising them that a request for an Employee has been submitted.
Select the “Click here” button.
You will be directed to an authorize request page, whereby you will be required to upload supporting exit documentation and when you are complete, select the save button.
You will receive a pop-up message to advise you that the approval has been successfully approved and the employee will automatically be unlinked from the project and your company.