How to create Exit Policies for Contract Employees

Here is a step by step guide on how to set this up on your Exit Management

1. Launch the Exit Management Module

2. Click on "Exit Policy" and Select "End of Contact"

3. Click on "Edit" on the Action Button Dropdown Options

4. On the General Tab view, input the preferred Policy details that fit into your organization's policy.

NB: The Trigger Period and Period Type

5. Once completed, click on "Proceed"

6. Proceed to the next view tagged "Settings"

7. Add all required settings to the policy and tailor it to fit your organization's policy. Once Completed, you're all set.

Then Click on "Complete Setup"

Expiring Contracts Tab

This tab shows employees’ contracts expiring within a month by default and filters can be used to search for more or go beyond/below a month.

Actions to process an employee’s exit or extend the contract date can also be taken from here.

Based on the trigger period set, authorized actors will receive notification tasks as an employee’s contract approaches expiry for action.

Extendable Contract Types

Non-Extendable Contract Types

NB: However, for Extendable Contract Types if the  "Process Employee Exit" button is clicked, it redirects users here.

And if the "Extend Contract button" is clicked, it redirects users here.