Transactions

1. How to separate employee or make an active employee inactive?

Step 1: For employee separation log into the cloud portal, go to the ‘Payroll’ menu. Click on the ‘Transaction’ submenu and select the ‘Separation’ option.

Step 2: Select the employee to who you want to make inactivate or separate. Select other necessary details as required and click on the ‘Save’ button. The employee will be separated.

For any queries, contact [e-mail]

2. How to update the last working day of the inactive employee?

To change the separation date of an inactive employee, you need to follow the 2 steps given below.

1. Release the employee or activate the employee

2. Separate employee or make employee inactive with the new separation date

Release the employee or activate the employee

Step 1: Log into the cloud portal, go to the ‘Payroll’ menu, click on the ‘Transaction’ submenu and select the ‘Release Employee’ option.

Step 2: On the separation release page you need to select the name of separated employee from the ‘Employee’ field. The system will fetch information such as the type of separation, the reason for separation and the separation date.

Step 3: Enter the re-joining date in the ‘Release Date’ field and click on the ‘Release’ button and the employee will be re-joined.

Separate employee with a new separation date

Step 1: Log into the cloud portal, go to the ‘Payroll’ menu, click on the ‘Transaction’ submenu and select the ‘Separation’ option.

Step 2: On the separation page, enter the new separation date for the employee in the ‘Last Working Day’ field. Also, fill in the other required details in the respective fields.

Step 3: Once you fill in all the necessary details click on the ‘Save’ button and the employee’s separation date will be changed.

For any queries, contact [e-mail]