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Employee Termination Process

Introduction

This document provides an overview of the Employee termination workflow project. Using a workflow to manage the process provides reliability in the authorization, processing, and communication between different departments within your organization.

The roles that are significant to this process are outlined in the process business model and include the following:

• Requester 
• Human Resources 
• Information Technology 
• Payroll 
• Security 
• Facilities
   

This image represents a high-level overview of the process and can also found under the process Business Model when the project is open in Workflow Designer: 

Prerequisites

Before making this workflow project live, understand and configure the following:

1. From the Properties tab in the project in the Workflow Designer, set the following details:
   a. Global Email Information
      i. SMTP Server – The server name or IP address of the outbound mail server
      ii. EMail From Address – Email address that all system generated emails should be sent from
   b. Administrative Contact
      i. Administrator Contact Name – The person or group who should be made aware of any process issues
      ii. Administrator Contact Info – The preferred method by which the administrator be contacted (used for instructing the user how to contact the system administrator in the event of a process error)
   c. Task Email Addresses – These are the email addresses to which new hire tasks will be sent when appropriate
      i. HR Email – Review requests and background findings
      ii. IT Email – Set up new network accounts and workstations
      iii. Facilities Email – Grant security access to company properties
      iv. Security Email – Complete badging and security paperwork
      v. Payroll Email – Setup employees in the company payroll system
      vi. HR Manager – Handles escalated HR tasks when necessary

Process Structure

Reviewing the process in Workflow Designer you will find that it is composed of several models within the project tree.  These roughly correspond to the various tasks that are required during the termination process.  Each step is customizable to meet the needs of a particular company.