Staff Exits

Staff Exits

When a staff member leaves an organisation, it is important to make sure that loose ends are taken care of and every step is well documented to comply with labour practices.

Who can exit staff members?

Within organisations, Human Resource Managers or top-line managers such as Directors, Home Care Managers or Coordinators can process staff exits.
By system default, anyone with Coordinator(admin) access is able to suspend or remove staff members. 

If you are removing a Coordinator or admin, ensure that the security role for the staff is updated to Field Care Professional (Staff) on their Detailed Profile.

Add the Exiting Staff's Termination Date and the Termination Reason

On the staff's detailed profile, look the Employment Start Date field. Right next to that field, you can select a date for the staff member's agreed and approved last day.
  1. When the exiting staff sends their formal resignation letter, file the resignation as a Note.



  2. Once you have selected a date, the Termination Reason field is a required field.


  3. when you're down adding the termination reason, click SAVE CHANGES. 
 

Add the Staff Member's Resignation Letter or Notice as a NOTE

  1. On the Staff's Profile, expand the Notes and Forms section. Click on +NOTE
  2. Fill out the Create Case Note Pop-up with as much details as possible.
    1. Case Note Type - File it on the appropriate category for HR/Staff Exit purposes
    2. Title - a Label for the Note
    3. Description - Detailed narrative or any relevant information about the exit.
    4. Attachments - Upload a PDF or image file of the resignation letter




  3. When you're done, click SAVE.


Unschedule, Re-assign or Cancel bookings for the Exiting Staff Member 

All published schedules for the exiting staff member prior to the Employment End Date need to be either re-allocated, unscheduled, or canceled.
On the CALENDAR section of the Staff Member's profile, click on tasks and services that were allocated or published after the start date.

To Unschedule or Cancel a booking, click on the booking status.


Select a status, update what you changed on the booking on the Additional version notes and SAVE.

To Re-assign a booking, scroll down and look for the Allocated to field with the name of the exiting staff. Click on the field and select another staff member.
Update what you changed on the booking on the Additional version notes and SAVE.




Removing the Staff Member's Profile


We suggest suspending your staff member's account instead of removing it. Please find the reasons as follow:
1. There might have been details on the staff profile that the organisation would like to keep a record of.
2. The staff member might join the organisation again in the future and Coordinators are able to reactive the suspended staff account when that happens (instead of recreating another account for the same staff member).  

    • Related Articles

    • Adding Staff and Their Detailed Profile

      Overview In this article, we will discuss the details of creating a new staff member profile, a person who can create a new staff member profile, the fields in the creation form that need to fill in, and the explanation about the detailed profile of ...

    • Staff Reviews & Feedback

      Overview The Organisation's staffs provide service to clients and it is essential to know that they give best quality service. The management portal allows users to review a booking and create feedback thru notes or forms.  This helps to make sure ...

    • Departments and Regions for Staff

      Background Department and Regions You may read this article about Using Departments and Regions to give you a brief overview of the departments and regions. Branches and Department To understand how the organisation structure affects the use of ...

    • How to Create a Staff Role

      What is a Staff Role and Why is it needed Adding of staff's specific role is good for categorising staff members and providing more information for users to view. The staff role information is added on each staff member's profile. Users can select ...

    • How do staff submit their qualifications and skills?

      Goal - So that the staff qualifications and skills can be submitted This is one way to ensure that staffs provide a high-quality service based on their qualifications and skills. Submitting qualifications Navigate to My Account > User Profile. on ...

    Request an Article or Guide

    We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.