🔹HR

FnF Department Head Manager

In this setting, you can define the clearance process for your organization.

The clearance process takes place after an employee’s separation and before the Full & Final (FnF) settlement is released. It ensures that approvals are obtained from managers confirming the clearance of dues and fulfillment of other essential requirements.

How to configure FnF No Dues Clearance Department Heads?

To configure clearance setting, please follow the path below:

Path: Cloud Login > Settings > HR > FnF Department Head Manager > Configure the fields > save.

Step 1: Login to the cloud portal and go to the Settings’ menu.

Step 2: Under the ‘HR’ tab, select ‘FnF Department Head Manager’.

Step 3: To add columns, click the ‘Select Business Unit (s)’ option, and select components from the drop-down then click on ‘Add Column’. Select the fields you need or want to keep for the process.

Step 4: Add Rows by clicking on the ‘Add Row’ option. New rows will be added below.

Step 5: To add department field double-click on the ‘Department field’ and select respective department from the drop-down.

Step 6: To add ‘Location’ field and ‘Manager’ double-click on the ‘Location Field’, ‘manager Field’ and select from the drop down.

Step 7: Set the ‘Priority’ as 1 or 2, depending on your manager configuration.

Note- If there are 2 managers, then the 1^st priority manager will have to approve first before the 2nd and both the managers approval are required for the approval

Step 8: Select the ‘Forms’ from the drop-down.

Step 9: Select ‘Action’ button as per your need. Click on it to highlight it as per your need.

• Replacement Icon- It replaces the existing manager for the selected row and shifts all pending approvals to the new manager.

After clicking the replacement icon, it gets highlighted, indicating the previous manager is replaced and data of employees under him is transferred to the new manager.

Note- The replacement icon in blue signifies replacement is active and the manager is replaced.

• Clearance Lock Icon- It ensures FnF No Dues Clearance cannot proceed without mandatory approval from the specified Head.

Note- The clearance lock icon in blue signifies, clearance lock is active and FnF no dues clearance cannot proceed without mandatory approval.

Step 10: Click on ‘Save’ button after making all the changes mentioned above if required.

Note: ‘Department Filter’ option can be used to search for specific department for which you want to make changes or want to view the details. Put the department name in the ‘Department Filter’ field and click on ‘Search’, all the entries belonging to that specific department will be reflected.

Link:https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=AssignFormManager

For any queries, contact [email protected]