Wizzard upon employee leaving

When an employee leaves the company, by clicking Wizzard in the Taskbar menu and selecting Wizzard upon employee leaving, the wizzard guides us through the necessary procedures  when the employee leaves.

1. Employee leaving

When entering the end date of employment for an employee and after clicking on Confirm button of IRIS 1006334, Wizard for managing open tasks upon employee leaving opens.

2. Notice about Credits 

By generating bank notice we can inform the bank about employee leaving.

Click on Report button generates a bank notice.

3. Assigned Assets

All utilized assests of the employee are listed on this screen.  

4. Change person on tasks

When there are still tasks assigned to an employee leaving, tasks need to be assigned to a substitute user.  To assign tasks to a substitute user click on the button User Absence.

5. Copy Authorizations

Copy Authorizations copies the permissions and membership of the employee leaving to a new user.

New user	Select a new user who will be assigned the authorizations of the employee leaving. By default replacement user is filled in.
User leaving	The name of the user leaving.  This field is prefilled with the name of the employee leaving.
Permissions	Check if the permissions should be copied.
Membership	Check if the membership should be copied.
	After selecting the above fields click this button for the autorizations to be copied.

6. Finish

To finish and exit the Wizard for managing open tasks upon employee leaving click Finish button.

Hint While using the wizard, you can use the Back and Next buttons to move through the screens.