Exit

Exit| User Guide

Introduction

Pocket HRMS makes the exit management experience seamless for both employees and the manager with simple steps.

Pre-requisites:

✔️ Admin credentials

✔️User rights

Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below.

Steps

Submission of separation request by the employee.

Employees need to follow the steps to submit separation requests in the self-service portal.

Step 1: Log into the ESS portal.

Step 2: Click on the Exit menu and select the ‘Request’ submenu.

Step 3: Select the employee separation menu.

After completion of the above steps, employees will get an exit form.

Step 3: Fill in the details and click on the ‘Submit’ button. The Exit request will be saved and sent for approval.

Process for manager's action on a separation request by the employee.

Once Employee has submitted the separation from their manager need to approve the request.

Notifications:

Managers can check the exit entries under notifications.

Step 1: Click on the ‘Bell Icon’ in the upper right-hand corner of the screen.

Action on separation request by an employee

Step 1: Log in to their ESS portal and click on the ‘Exit’ menu and select ‘Approval’

Step 2: Click on the ‘Separation Approval Data’.

Step 3: Click on the ‘View’ tab under the ‘Action’ option and Accept or Reject the entry.

Step 4: Employees can check the status of the request they submitted.

1. If a manager has not taken action on an employee’s request yet, the ‘Approval Status’ will be shown as ‘Pending’.

2. Once the manager approves the request the ‘Approval Status’ will appear as ‘Approved’

Note: Manager status can be checked through the same option.

• Once the manager accepts the request it will go for HR approval.

• HR can check the status, Last working date and modify the last working date, download the report and check the manager's status.

HR action on the Separation entry

HR can follow the path to act on separation requests accepted by the manager.

Step 1: Log into the ESS portal and click on the 'Approval ' menu and select the 'Approval' submenu.

Step 2: Click on the 'HR Separation Approval Date' then click on 'Details'.

Note: If the Department headset has been configured in the system then the final approval will be the ‘Department Head person’ under the 'Approval' submenu of the 'Exit' module.