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How to Automate Separation records for Contract Employees?

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This  feature allows for the automated trigger of a Separation record for contract employees when their Contract End Date has arrived.

Step 1 - Enter and Activate the System Code

Enter the following in the respective fields :

System Code:  AUTOSEPCON

Description:   AUTO SEPARATE CONTRACTORS

Value:            1 (1 = ON)

System Configurations>>System Codes>>[New Record]

Step 2 - Set up Employee Contract Data

Enter the employee's contract details including a Contract To date.

Personnel>>Employees>>[Search]>>Contract

Step 3 - Set up a Reminder for the Contract Ending event

Set up a reminder for the Contract Ending event by following the steps below.

Personnel>>Event Reminders

Personnel>>Event Reminders>>HR Users

Personnel>>Event Reminders>>General Event Settings

Step 4 - Users Receive Notifications

The system will automatically send a notification to the selected users when the Lead Time (date) is reached.

Home

Home>>Intranet>>Company Notifications

Home>>Intranet>>My Message Inbox

Step 5 - System Automatically Triggers a Separation record

The system will automatically trigger a Separation record in the Personnel module for the selected employee when the Contract To date is met.

Personnel>>Transactions>>Separations

HR must manually post the record as there are payroll implications to employee separations.

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