Vacating Positions

To vacate a filled position:

1. SelectEmployee Carefrom the menu and then select Positions from the Main card.

   

2. Select the arrow next to a position to view the positions beneath it.

   

3. Select Edit icon next to the open position you want to vacate.

   

4. Select Vacate Position.

   

5. Complete the following information:

   

   • Effective Date
   • Notes

6. When finished, entering the information, select Save.

   Once the process has finished, the employee's name will no longer appear in parenthesis next to the position. The Current information will be blank if the process has completed. Otherwise, the Pending Vacancy information will be populated instead. The Current information will be cleared on the effective date. The position is now "open."

7. SelectEmployee Carefrom the menu and then select Position Transactions from the Additional card.

   From here you can view the completed and pending position transactions.

   

8. Set the filters to include the effective date of the position you just vacated.

   
   

9. Select the Position Transaction to view additional information.

   

   The Position Transaction will open. The information cannot be modified. However, if the Processed Date/Time is blank, you can delete the Position Transaction to cancel vacating the position.

   

• ZendeskEmployeeCare.5.log-1181344801.zip3 KB