Employee Separation Template

Overview

Employee Separation Template – Business Overview

The Employee Separation Template is a standardized document used to define how employee exits are handled within Dafater. It helps organizations manage resignations, terminations, retirements, and other separation scenarios in a consistent, fair, and well-documented manner.

Rather than handling each employee exit on an ad‑hoc basis, this template allows the business to predefine the steps, responsibilities, and expectations involved in an employee’s separation from the organization.

What the Employee Separation Template Is Used For

In day-to-day business operations, the Employee Separation Template is used to:

Standardize the employee exit process across departments and roles
Ensure all required activities (handover, asset return, clearance, final settlement) are clearly defined
Reduce risks related to compliance, knowledge loss, or missed obligations
Improve transparency and communication during sensitive separation events

It acts as a reference framework that guides managers, HR teams, and employees through the separation process.

Prerequisites and Setup Requirements

Before using the Employee Separation Template, organizations should ensure:

Clear company policies exist for different types of employee separations
Roles and responsibilities for exit activities are defined (e.g., reporting manager, HR, finance, IT)
Required exit steps such as notice periods, approvals, and handovers are agreed internally
Leadership alignment on how separations should be handled consistently across the business

Having these elements in place ensures the template reflects real business practices and expectations.

Typical Workflow and Business Fit

The Employee Separation Template fits naturally into the employee lifecycle management process:

Separation Trigger
An employee submits a resignation, or the organization initiates a separation.
Template Selection
The appropriate Employee Separation Template is chosen based on the type of exit (e.g., voluntary, involuntary, retirement).
Process Guidance
The template guides all stakeholders on what actions need to be completed and in what order.
Execution and Tracking
Exit-related activities are carried out consistently, ensuring nothing critical is missed.
Formal Closure
The employee exit is completed in an organized and documented manner.

This structured approach reduces confusion and ensures a professional exit experience.

Key Business Scenarios Where It Is Essential

The Employee Separation Template is especially valuable in scenarios such as:

High employee turnover environments
Organizations with multiple departments or locations
Businesses undergoing restructuring or downsizing
Regulated industries where exit compliance is critical
Companies focused on employer branding and employee experience

In these situations, consistency and clarity in separation processes are crucial.

Important Considerations for Users

When using the Employee Separation Template, users should keep in mind:

Templates should be reviewed regularly to reflect policy or legal changes
Different separation types may require different templates
Clear communication with the employee is essential throughout the process
The template should support fairness, compliance, and professionalism
Overly complex templates can slow down the separation process

Used correctly, the Employee Separation Template helps Dafater users manage employee exits smoothly while protecting both the organization and the departing employee.

If you’d like, I can also provide examples of common separation templates or explain how this document works alongside other employee lifecycle documents in Dafater.

Basic Information

Module: HR
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
title	Title	Data	✓	-	Template name for employee separation process in Dafater
company	Company	Link		Company	Company where this separation template applies in Dafater
department	Department	Link		Department	Department scope for applying this separation template in Dafater
designation	Designation	Link		Designation	Designation scope for applicable employee separation template in Dafater
employee_grade	Employee Grade	Link		Employee Grade	Employee grade criteria for using this separation template in Dafater
activities	Activities	Table		Employee Boarding Activity	List of exit activities to complete during separation in Dafater

Child Tables

Activities (Employee Boarding Activity)

Field Name	Label	Type	Required	Options	Description
activity_name	Activity Name	Data	✓	-	Onboarding activity title defined for Dafater employee boarding.
user	User	Link		User	Dafater user responsible for executing this onboarding activity.
role	Role	Link		Role	Dafater role assigned to perform this onboarding activity.
begin_on	Begin On (Days)	Int		-	Days offset in Dafater when the activity begins.
duration	Duration (Days)	Int		-	Number of days Dafater allocates to complete the activity.
task	Task	Link		Task	Linked Dafater task created or tracked for this activity.
task_weight	Task Weight	Float		-	Relative importance of the task within Dafater onboarding workflow.
requiredforemployee_creation	Required for Employee Creation	Check		-	Indicates if Dafater requires this activity before employee creation.
description	Description	Text Editor		-	Detailed notes explaining the Dafater onboarding activity requirements.

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
System Manager	✓	✓	✓	✓

DocType	Relationship	Module
Employee Separation	Linked from	HR
Company	Links to	Setup
Department	Links to	Setup
Designation	Links to	Setup
Employee Grade	Links to	HR

Employee Separation Template

Overview