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How do I separate a Team Member? (video)

Nick -

To separate a Team Member:

  • Click WorkSpaces.
  • Under your organization's name, click Administrator.
  • The Administrator WorkSpace or HOME tab will appear.  Click Team Members
  • Team Members will display. Click on the Team Member's Name to view their record in detail.  
  • On the Work Info tab, click Make Changes next to the unit. Click Separate Team Member.   

  • On the Separate Team Member window:
    • Select Separation Type from the drop-down menu.
    • Select Separation Reason from the drop-down menu.
    • Enter Notes, if applicable.
    • Use the calendar icon to enter a Separation Effective Date.
    • Next to Is this person eligible to be re-hired, use the drop-down menu to select Yes or No.
    • Enter Explanation, if application.
    • Click Separate Team Member

  • You will receive notification that the Team Member has been separated.  If your organization is using PeopleMatter SCHEDULE, you will be prompted to update the schedule if needed.
  • On the Work Info tab, the separation appears as follows:

For additional training on Separating Team Members, please view the Separate Team Members eLearning Lesson:

 

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