Leaving

Click on the Select department button and in the Group by field, click on the corresponding option by which you wish to find the record: all, active, or inactive. In the panel below this field, in the displayed hierarchy, select the object you wish to use as a filter. After that, click on Apply. For more information, refer to the Search filters Filtering records through the type hierarchy section.

This filter will only be enabled if the selected vision is "Employee X Leaving". In the Display field, expand the list and check the options corresponding to the ones that you wish for the system to display in the "Employee X Leaving" matrix: Risk of loss, Impact of loss, Reason for leaving.

For each checked option, the system will display a column in the matrix with the proficiency scale options related to each aspect and with the indications of which level was selected by the listed appraiser. At the bottom of the screen, it is possible to view the total number of levels selected for the listed employees, in the aspects of risk and impact of loss, and reason for leaving.

Click on the Add risk of loss button and select an operator and the scale option used to evaluate the risk of loss of the employee whose information regarding their leaving you wish to search. To use more than one risk of loss option, use the Add risk of loss option at the bottom of the panel and repeat the procedure described previously. Use the button next to each added risk of loss to delete it from the filter. After that, click on the Apply button.

Click on the Add impact of loss button and select an operator and the scale option used to evaluate the impact of loss of the employee whose information regarding their leaving you wish to search. To use more than one impact of loss option, use the Add impact of loss option at the bottom of the panel and repeat the procedure described previously. Use the button next to each added impact of loss to delete it from the filter. After that, click on the Apply button.

Click on the Add reason for leaving button and select an operator and the scale option used to evaluate the reason for leaving of the employee whose information regarding their leaving you wish to search. To use more than one reason for leaving option, use the Add reason for leaving option of the panel that the system will display and repeat the procedure described above. Use the button next to each added reason for leaving to delete it from the filter. After that, click on the Apply button.

Click on the Add employee button and select the department, position or the employee whose information related to their leaving you wish to search. After that, click on Apply.

User ID: Enter the user ID of the employee whose leaving information you wish to search.

Name: Enter the name of employee whose leaving information you wish to search.

Position: Select the position of the employee whose leaving information you wish to search. Use the other buttons next to the field to fill it in with the logged-on user data and clear it.

Leader: Select the leader of the employee whose leaving information you wish to search.

User status: Expand the list and check the possible status of the record of the employee whose leaving information you wish to search in the system. Use the other buttons on the side of the field to check all available options and clear the checked options.

Department and position status: Expand the list and check the respective options to indicate if the employee whose leaving information you wish to search is fit or unfit to perform the position in the department to which they belong.

Hire date: Select the date range that covers the hire date of the employee whose leaving information you wish to search.

Termination date: Select the date range that covers the termination date of the employee whose leaving information you wish to search.

Comments: Enter the comments about the employee whose leaving information you wish to search.

Click on the Add attribute button and select the attribute associated with the profile of the employee whose leaving information you wish to search, the operator and a value for it. To use more than one attribute to this filter, use the Add attribute option in the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.

Use the fields in this filter to find the leaving information you wish to search, through the user who performed the employee evaluation. To do that, select the desired department, position, leader and/or the appraiser. It is also possible to enter the user ID and/or the name of the user who performed employee evaluation whose leaving information you wish to search.

Use the fields of this filter to find the leaving information you wish to search through the risk, impact of loss or reason for leaving. To do that, select the range that covers the evaluation date and/or enter the explanation given by the appraiser during the evaluation.

Check the Only current evaluation option for only the current evaluation to be considered in the search result. If this option is unchecked, the obsolete employee evaluations will also be considered. This option will not be available for editing if the vision is "Employee X Leaving".

Evaluation plan: Select the evaluation plan related to the evaluation of the employee whose leaving information you wish to search.

ID #: Enter the evaluation plan ID # related to the evaluation of the employee whose leaving information you wish to search.

Name: Enter the evaluation plan name related to the evaluation of the employee whose leaving information you wish to search.

Cycle: Enter the number range the covers the execution cycle of the evaluation plan related to the employee evaluation whose leaving information you wish to search.

Career and succession: Expand the list and check the options that correspond to the career and succession items that were also evaluated in the employee whose leaving information you wish to search. Use the other buttons on the side of the field to check all available options and clear the markups made.

Only plan last execution: Check this option for the search only to consider in the search, the last execution cycle of evaluation plan related to the evaluation of the employee whose leaving information you wish to search. By unchecking it, it will be possible to view the evaluation history in the previous cycles.

Example:

Check the Only favorite employees option for the system to display only the employees classified as favorites in the search result. For more information, refer to the Search Filters View favorite records section.