Layoff checklist in Settings - HR Records

The Layoff Checklist settings define the resignation processes used in the Layoff Checklist Menu of the HR Profile module. Each department may have a unique exit process tailored to its specific requirements.

1. Creating a New Resignation Process

Each department follows a different exit process. To create a new process, follow these steps:

Step 1: Add a New Layoff Checklist

1. Navigate to Layoff Checklist settings.
2. Click Add to create a new resignation process.

Step 2: Enter Resignation Process Details

1. The system will display the Add Layoff Checklist screen.
2. Enter the required details.
3. Click Save to proceed to Step 3, or click Close to cancel the operation.

Note: The Department field retrieves its data from Module Setup → Support → Departments.

Step 3: Configure the Layoff Checklist

1. After saving, the system will switch to the Configure Layoff Checklist screen.
2. You can either:
   • Click Add to include additional steps in the resignation process (Proceed to Step 4), or
   • Click Go Back to Settings Menu to return to the Layoff Checklist main screen.

Step 4: Define Resignation Process Steps

1. Click Add to specify individual steps in the resignation process.
2. The system will display fields such as:
   • Step Name (e.g., Exit Interview, Final Payroll Processing, Asset Return).
   • Person Responsible for executing the step.
3. Enter the necessary details and click Save to confirm.

Note: The Person in Charge field retrieves its data from the HR Profile Module → HR Record Menu. The assigned employee will have permission to update resignation details based on their department.

2. Viewing the Resignation Process

Step 1: Access the Layoff Checklist

1. Locate the resignation process to review.
2. Click View to open the Configure Layoff Checklist screen.

Step 2: Review and Modify the Process

1. In the Configure Layoff Checklist screen, you can:
   • Edit existing steps using the Edit button.
   • Delete a step using the Delete button.

3. Editing the Resignation Process

To modify a resignation process, follow these steps:

1. Locate the resignation process to be edited.
2. Click Edit to open the Edit Layoff Checklist screen.
3. Make the necessary changes.
4. Click Save to confirm, or Close to cancel.

4. Deleting a Layoff Checklist

Step 1: Select a Layoff Checklist to Delete

1. Locate the layoff checklist to be removed.
2. Click Delete next to the corresponding entry.

Step 2: Confirm Deletion

1. The system will display a confirmation message.
2. Click OK to proceed with deletion, or Cancel to abort the action.

5. Exporting the Layoff Checklist

Method 1: Export All Layoff Checklist Data

1. Click Display → Select All to view all available resignation processes.
2. Click Export and choose the preferred file format.

Method 2: Export Based on Search Criteria

1. Use the Search function to filter resignation processes based on specific criteria.
2. Click Export and choose the preferred file format.

Final Notes

• Ensure that resignation processes are properly configured before assigning them to departments.
• Use the search function to refine results before exporting data.
• Deleted layoff checklists cannot be recovered, so proceed with caution when deleting records.