Which buttons appear at each status?

Last reviewed · Part of Offboarding and employee separation

Action buttons appear at the bottom of the form and change based on the current status:

Draft (Status 0)

Draft separation with Save, Submit for Approval, and Delete buttons
  • Save — Save changes to the draft
  • Submit for Approval — Send to the configured workflow approvers
  • Delete — Permanently delete the draft

Pending Approval (Status 1)

Pending Approval with Cancel Workflow button
  • Cancel Workflow — Withdraw the submission, revert to Draft

In Progress (Status 2)

In Progress with Skip Clearance and Cancel Separation buttons
  • Save — Save any changes
  • Skip Clearance — Bypass clearance tasks, advance to Pending Final Pay
  • Cancel Separation — Cancel the entire separation

Pending Clearance (Status 3)

Pending Clearance separation
  • Save — Save any changes
  • Skip Clearance — Bypass remaining clearance tasks
  • Cancel Separation — Cancel the separation

Pending Final Pay (Status 4)

Pending Final Pay with Run Final Pay and Mark Complete buttons
  • Save — Save any changes
  • Run Final Pay — Navigate to payroll module with the employee pre-selected
  • Mark Complete — Finalize the separation as fully settled

Completed (Status 5)

Completed separation in read-only mode with no action buttons
  • No action buttons (read-only)
  • All form fields are disabled

Cancelled (Status 6)

Cancelled separation with no action buttons except Back to List
  • No action buttons (read-only)
  • Employee status has been reverted to Active

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