When you are creating a leaver, you have the option to select an exit reason as to why the employee is leaving your business. To add an exit reason into the system, go to:
Administration > HR > Data Management > Exit Reasons
From this screen, you will see several options that allow you to customize your exit reasons as shown below:
Most of these options are self-explanatory, however, there are a few that benefit from the additional description which I have detailed below:
- Voluntary - This marks whether the exit reason is a Voluntary or Involuntary exit reason type. This can be reported on via our reporting tools.
- User groups - These user groups dictate who can make employees a leaver using this specific exit reason. For example, setting "Admin" will only allow administrators to see this exit reason when making an employee a leaver.
- Workflow - This setting allows you to trigger a task workflow upon making the employee a leaver. This is ideal for triggering offboarding workflows for these employees.
Once created, your exit reasons will then appear in a drop-down list when making an employee a leaver on the system:
You also have the option to quickly add additional leave reasons from this screen with the quick add button on the right-hand side:
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