05_19_16_Separation Request


Concept

In this topic you will go through the steps for submitting a separation request.


Steps:

  1. Click the Main Menu button.

    Step 1
  2. Click the HCM Systems button.

    Step 2
  3. Click the Manager Self Service menu.

    Step 3
  4. Click the Job and Personal Information menu.

    Step 4
  5. Click the Separation Request menu.

    Step 5
  6. Click the "Search" button to view previously submitted requests.

     

    To submit a new request select the"Add a New Value" tab.

    Step 6

  7. Click the Add a New Value tab.

    Step 7
  8. Click the Attachments tab.

    Step 8
  9. Click the Attach button.

    Step 9
  10. To attach a file, click the Browse button to search for the document on your computer then select the document.

    Step 10
  11. For this example, the document was selected for you.

     

    Click the Upload button.

    Step 11
  12. Click the Form tab.

    Step 12
  13. Click in the Employee ID field.

    Step 13
  14. Enter "000005168" into the Employee ID field.

    Step 14
  15. The Employee ID will auto populate the Subject and Employee Name.

    Step 15

  16. Click in the Effective Date of Separation field.

    Step 16
  17. a valid value
     e.g.
    Enter
     "05/31/2016"
     into the Effective Date of Separation field.

    Step 17
  18. Click the Action drop-down list.

    Step 18
  19. Click the Retirement list item.

    Step 19
  20. Click the Reason drop-down list.

    Step 20
  21. Click the Retirement list item.

    Step 21
  22. Click the Save button.

    Step 22
  23. Click the Submit button.

    Step 23
  24. The approver will have a status of "Pending" when the form is submitted. If the form is saved and not submitted the status will show as "Not Routed".

    Step 24

  25. Click the OK button.

    Step 25
  26. Click the Home link.

    Step 26
  27. Click the Sign out link.

    Step 27

You have completed the steps for submitting a separation request.

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