Page 1 - Note for from type (from top of Excel mockup) - Notifier Details - Person filling out the form - Service number - Name - Password - Employee Details - Service number - name - division - Manager Details - Service number - name - position - division - all auto completes based on employee service number, but manager service number/name can be changed (auto suggest applies) - Termination Details - final date of employment - reason for action (see excel file for reasons) - file upload input(s) if necessary for the action - Resignation will show when reason is 15-16 - Medical and Workers Comp. for 17-18 - Letter of Authority for 17-23. - Prompt for Non-Statutory payment instructions: Yes/No radios - Default No, if yes, show note to elaborate in additional comments - Additional comments - Uploads - Option to upload relevant support documents will be available for the manager in the eForm - Upload option will also be available in the backend for all stakeholders - All uploads are optional for employee's Manager and other HR/Branch/General managers - HR and Payroll will have Other Documents as an additional upload field and can attach multiple docs per termination - Allow word doc and adobe pdf to be uploaded - When HR admin is processing a termination, following applies - Resignation Letter, if applicable, is mandatory - All other, optional but an alert must be acknowledged by Hr admin to ensure that he did not forget attaching any relevant docs - keep this one simple, as they could change their mind - Approvals - if manager == notifier auto approve else send email with auto login link for approval - backend to show only Apporve button - on approval by manager, if reason 17-18, then send email with auto login link for approval to - HR Manager, Workers Compensation Manager, Branch Manager, General Manager - backend to show only Apporve button - Only on approvals from all the managers, send email with auto login link for approval to HR admin for all other reasons send email with auto login link for approval to - HR Admin only - HR admin to have Approve and Decline buttons - On approval, send email with auto login link to payroll - If declined, must provide comments, manager to receive an email - Payroll to have a Processed/Completed/Done button to flag the termination as concluded - manager to receive an email on - Need clarification on approvals by various manager for reasons 17-18 - Only approve button has been requested, what if any of these managers needs to decline. - If General manager is approving, why is approval from Branch manager required. - Assuming that Branch manager is required to endorse it with his approval before GM approves - If so, then emails to GM be sent only after Branch manager approval - If Branch manager is endorsing, then what about Section manager because the termination request could come from manager below Section manager - HR admin will be aware of a termination request only after approvals from all managers - Payroll will be aware of a termination request only after approval from HR admin - What happens if any of these managers are away on leave and approval email sit unattended in their inbox - Does backend need to show who has approved and who hasn't