Offboarding Employee

Offboarding Employee :

In order to offboard an employee, Admin or the authorized user can terminate the employee contract and change their status from active to inactive on the system. The following steps should be followed:

• Navigate to the homepage and click on "View Employees" under the "Employees" section.
• Choose the employee you need from the list of available employees.
• On the employee's page, click the three dots on the top right and select "Offboard".

• Enter the last working day's date.
• Enter the notification date.
• Choose the reason for EOS from the options provided in the system. ( Note that the EOS calculation depends on the selected reason, Note that the employee’s resignation does not yet affect the calculation of the EOS).

• Click "Next" to view allocated assets ( If any ) and deallocate them.

• After clicking "Next", a page will appear displaying a list of pending requests, tasks, and workflows ( If any ).

Note:

• If an employee is already designated in the approval workflow, you may choose an alternate employee or remove them from the workflow.
• If there are any pending requests from the offboarded employee, please reassign them to another person.
• If the offboarded employee has any direct reports, update their line manager.
• If an employee is designated as a manager for any department, sub-department, business unit, country, or region in the settings page, choose a different manager.
• If the employee has been specified on the task settings page, assign the task to someone else.
• If there are any tasks assigned to the offboarded employee, reassign them to another employee.
• Once you have finished all the necessary processing steps, you can move on to the next step.

• Once you click the "Next" button, you will be redirected to a health insurance page, if applicable.

Note:

• This step is available only for clients who have connected at least one policy as part of off-boarding insured employees.
• During the offboarding process, employees with the "Manage Health Insurance" permission or default admins will be able to delete an employee's record.
• Deleting the Health Insurance step is optional during off-boarding.
• If there is an ongoing request to delete a benefit that was initiated from the benefit page, the user will see the status of the request during the off-boarding process. At this point, the system will display a note message indicating that the request has been successfully submitted.
• When an endorsement request is pending approval or under review, the system displays a message advising the user to contact Tawuniya to cancel it.
• In case there’s a draft request in progress, the user will be able to delete it directly in one step with the confirmation message. (New Endorsement draft requests only to be shown).
• Insured members who have pending endorsement request types like change class will only appear with the status of the request but no Delete action is triggered.
• The employee can submit a resignation request upon termination of his service and specify the reason "Resignation factor". You can learn more about it through this article “Provisions for terminating the employment contract and entitlement to end-of-service benefits”

• Click on the " Confirm offboard employee " option, to confirm the offboarding process.

Note: After confirmation, the employee's status will be changed to inactive, and a final settlement will be generated by the system.