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Version: 1.1.0

Dismissal Request

Service portal users can submit a dismissal request for themselves in accordance with the dismissal request template of the company, or they can terminate an employment contract with a subordinate employee. The request will be processed by the company's HR department. 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 dismissal requests is stored in the HRM Request (hrm_request) table.

Create a dismissal request template


tip

Roles 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.

TagDescription
FULLLASTNAMEFull second name
FULLFIRSTNAMEFull first name
FULLMIDDLENAMEFull middle name
SHORTLASTNAMESecond name initials
SHORTFIRSTNAMEFirst name initials
SHORTMIDDLENAMEMiddle name initials
DATETODAYSHORTCurrent date in the dd.mm.yyyy format
DATETODAYLONGCurrent date in the dd month yyyy format
DATEDISIMISSALSHORTDismissal date in the dd.mm.yyyy format
DATEDISIMISSALLONGDismissal 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 ManagementRegistersCompany 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


tip

Roles required:

  • Create, read their requests – all users with access to the HR category of the service catalog.
  • Update – hrm_agent.
  • Delete – hrm_admin.

To create a dismissal request, complete the following steps:

  1. Navigate to Portal main pageService catalogHR.
  2. Click Resign or terminate an employee and fill in the form fields.
  3. (optional) In case you create a dismissal request for yourself, attach your dismissal request. You can download the completed template used in your company by clicking Download application.
  4. Click Send.

When the form is saved, the system redirects you to the confirmation page:

From this page, you can create another request. To do so, click New request.

To open your service request list, click Tickets.

Resign or terminate an employee form fields

FieldMandatoryDescription
EmployeeYSpecify yourself or a subordinate employee that needs to be dismissed.
Dismissal dateYSpecify the date of the final work day for the employee.
Application templateNThe field is completed automatically with the link to the corporate dismissal request template after the completion of the Employee and Dismissal date fields.
DescriptionNSpecify additional information.

Use the attachment window to upload files related to the record. To add your files, drag and drop them into the attachment window or click Upload from computer and add files via the file manager.

View a request in the agent interface


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:

PathSteps
Via HR Task Management
  1. In the agent interface, navigate to Human Resource Management (HRM)HR Task ManagementAll Requests
  2. Open the required record
Via Onboarding and Dismissal
  1. In the agent interface, navigate to Human Resource Management (HRM)Onboarding and DismissalDismissal Requests
  2. Open the required record

Tickets


You can find the list of all your requests on the Tickets page. Visit the page any time to monitor the state of all your requests. To do this, go to ActivitiesTickets in the header of the portal.