Reviewing your team member’s resignation

Find the option My Team’s Resignation to review your team’s resignation from the Resignation main menu of the left side panel.

Get the list of all employees in your team who have submitted a resignation request. Check their data of joining, designation, employee code, names, proposed lasting working date, and status of their resignation request in a tabular format.

Then, there is the Action column in the same table. When you click the Eye button, a new page loads to show all the previously stated resignation details of a team member in greater detail.

On this page, you can always revise your team member’s last working day by clicking the Pen icon in front of it. That is when the resignation has been either approved or just submitted.

Also, in the next section of this page, you can put the manager's remarks while revising the last working day and mention who must be the one to take the handover from the departing team member.

Then you can continue to click the Accept/Reject button to continue the process of offboarding.

To start with the Exit Clearances, click the Initiate button, and it will start sending automated reminders to department heads to approve exit clearances from their end. In fact, you can come to this page to know which departments have given their clearance and which of those are still pending for final approvals.

Once all clearances are done, you can move to the next part of offboarding, that is to schedule an exit interview from the same page of the selected departing employee. In fact, the last section of the page shows you whether the Exit interview is still pending, in process, or has been completed.

Now go back to the My Team Resignation page and find three dots under the Action column next to the Eye button. Click these dots and find more options like:

Exit clearance: Click on it and move to a new page to review, check, or edit your team member’s exit clearance details.

Update resignation details: Click on this option to update your team member’s resignation details, such as their last working date, status update of their resignation, and reasons to leave from the pop-up window.

Delete: Click this option to delete the resignation entry from this page.

Delete FNF: Click this option to delete the FNF details of the departing employee.

Other than these actions, you have the Import CSV file button at the top left corner to click and upload the CSV file of the latest resignations manually. Then, you can export the current details and entries in your My Team Resignation page by clicking the Export button next to the Import button.

Filter the page view by clicking the Funnel at the top of the page. Select options like Reason, Designation, From, To, Status, etc., to change the page view after clicking Search. Turn back to the original view when you click Reset.