Dismissal Request

Service portal users can submit a dismissal request for themselves in accordance with the dismissal request template of the company. Direct managers can submit a dismissal request for their subordinate employees.

In their portal cabinet, the users can monitor the processing of their request and communicate with the employee assigned to it.

The information about all submitted dismissal requests is stored in the HRM Request (hrm_request) table of the agent interface.

Create a dismissal request template

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Create a dismissal request template to ensure that users can submit the request.

tip

Role required:

• Read, create, update – hrm_admin.

Prepare a dismissal request template in the .docx format and put tags inside the document. The tags will automatically be replaced with the relevant data.

Tag	Description
FULLLASTNAME	Full family name
FULLFIRSTNAME	Full given name
FULLMIDDLENAME	Full additional name
SHORTLASTNAME	Family name initial
SHORTFIRSTNAME	Given name initial
SHORTMIDDLENAME	Additional name initial
DATETODAYSHORT	Current date in the dd.mm.yyyy format
DATETODAYLONG	Current date in the dd month yyyy format
DATEDISIMISSALSHORT	Dismissal date in the dd.mm.yyyy format
DATEDISIMISSALLONG	Dismissal date in the dd month yyyy format

Proceed by the link to download an example of a dismissal request template.

To create a dismissal request template record and attach the DOCX file to it, complete the following steps:

1. In the agent interface, navigate to Human Resource Management → Registers → Company Documents.
2. Click New and fill in the mandatory fields.
3. Click Upload from your device and select the prepared DOCX file.
4. Click Save to apply the changes.
5. Click Copy link and paste it to the Link field.
6. Click Save or Save and exit to apply the changes.

Create a dismissal request in the agent interface

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A direct manager with the hrm_supervisor role or their delegates can submit a dismissal request for their subordinate employees. To do so, complete the following steps:

1. In the agent interface, navigate to Organization → Employees and filter records by specifying the current user in the Manager column.
2. Open the required employee's record.
3. In the burger menu in the upper-left corner of the form, click Terminate employee.
4. In the modal window that opens, fill in all the required fields and click Send.

Create a dismissal request on the portal

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Dismissal requests can be created by service portal users with access to the HR category of the Service Catalog.

Read more in the Service Portal – Dismissal Request article.

View a request

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The list of dismissal requests is available to agent interface users with the required roles. They can view the requests in one of the following ways:

Path	Steps
Via HR Task Management	In the agent interface, navigate to Human Resource Management (HRM) → HR Task Management → All Requests Open the required record
Via Onboarding and Dismissal	In the agent interface, navigate to Human Resource Management (HRM) → Onboarding and Dismissal → Dismissal Requests Open the required record

Form fields of the Resign or terminate an employee HRM request model

Field	Mandatory	Description
Urgency	N	The field shows the urgency level specified by the caller in the request. Possible values: Low Medium High Very high
Assignment group	Y	The field shows the group responsible for processing employment record book copy requests.
Assigned user	N	The field shows the user assigned to the request. You can specify another user or assign the request to yourself if you have the required role.
Caller	Y	The field shows the user who initiated the request.
Company	Y	The field shows the company from which the employee will be dismissed.
Employee	Y	The field shows the employee that needs to be dismissed.
Dismissal date	Y	The field shows the date of the final work day for the employee.
Application template	N	The field shows the application template for resigning or terminating an employee.
Description	N	The field shows additional information about the employee to be dismissed or the request.

Related lists

The section is available to users with the hrm_admin or admin role.

• HRM Subtasks – a list of subtasks included in the request.
• Approvals – a list of approval tickets with their states and the names of approvers.

Control a request

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Agent interface users can process a dismissal request using the UI actions described in the table below:

UI action	Description	Roles required
Assign to me	Click to assign the request to yourself. The request enters the Assigned state, and the Assigned user field is completed with the name of the current user. The button appears on the forms of Approved requests assigned to a group.	members of the assigned group hrm_manager
Reassign	Click to reassign the request to another group or user. Fill in all the required fields in the modal window that opens and click Reassign. The button appears on the request forms in all states except Closed.	assigned user hrm_manager
Postpone	Click to start working on the request later. The button appears on the forms of Assigned request or those In progress.	assigned user hrm_manager
Start work	Click to start working on the request. The request enters the In progress state. The button appears on the forms of Assigned and Postponed requests.	assigned user hrm_manager who is a member of the assigned group
Request more info	Click to request additional information. The button appears on the form of requests in the In progress state.	assigned user hrm_manager
Complete	Click to complete your work. The button appears on the forms in the Information needed or In progress state. Fill in all the required fields in the modal window that opens. Available options for the Result field: Solved Not solved (Refused) Not solved (Dropped)	assigned user hrm_manager
Delete	Click to delete the request. The button appears in the burger menu on the forms of requests in any state.	hrm_admin