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Employee Exit Clearance Workflow Cheat Sheet 1. Start Employee Clearance Request Workflow Access Workflow from the Banner Single Signor page Access My Processes Select Employee Exit Clearance Approval

How to fill out employee exit clearance workflow

How to fill out employee exit clearance workflow:

1. Obtain the necessary forms and documents from the human resources department, such as the exit clearance form, employee checklist, and any other relevant paperwork.
2. Review the employee exit clearance policy and procedures to understand the requirements and expectations for completing the workflow.
3. Begin by filling out personal information, including the employee's full name, department, title, and last working day.
4. Indicate the reason for the employee's departure, whether it is resignation, retirement, termination, or another circumstance.
5. Complete the checklist provided, ensuring that all necessary tasks are accounted for and completed before the employee's departure. This may include returning company property, settling financial matters, and transferring knowledge or responsibilities.
6. Obtain the required approvals and signatures from supervisors, managers, and appropriate departments as outlined in the exit clearance policy.
7. Submit the completed employee exit clearance form and any supporting documents to the human resources department within the designated timeline.
8. Follow up with the human resources department to ensure that the employee's exit clearance is processed and recorded accordingly.

Who needs employee exit clearance workflow?

1. Employees who are resigning from their positions and leaving the company voluntarily.
2. Employees who are retiring after years of service to the organization.
3. Employees who are being terminated or laid off by the company.
4. Contractors or temporary workers whose contracts are ending.
5. Any individual who has had direct involvement with the company's assets, confidential information, or intellectual property and requires proper clearance before their departure.

Overall, the employee exit clearance workflow is necessary to ensure a smooth and organized transition for employees leaving the company and to protect the organization's interests.

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