Separate Candidate

Separate Candidate allows you to perform a workflow indicating the date and reason for separation. This workflow helps improve tracking and reporting turnover, as well as providing required information to insurance providers, benefit administrators, etc.

1. From the Candidate record, select Activities > Candidate Activities > Separate Candidate.
2. The system checks to ensure that all of the Candidate's Contract and Direct Hire Assignments are end-dated. If they are not, the system prevents the separation workflow from completing until the assignments are end-dated.
3. If all assignments associated with the candidate are end-dated, the system displays the Separate Candidate window.
4. The Candidate field displays the Candidate's name and is read-only.
5. In the Separation Date field, use the calendar control to select the date of the separation. This defaults to the current date, but can be changed. This is required.
6. In the Separation Reason field, use the Code Selection icon to choose a reason for the separation. This is required.
7. You can add notes to the Notes field. This is optional.
8. When you are satisfied with the information provided, click Confirm.
9. The Candidate's status changes to "Separated". Once set to this status, only the "Rehire Candidate" workflow will update the status.