How do I create a separation?

Last reviewed 11 October 2026 · Part of Offboarding and employee separation

1. From the list view, click + Add Separation at the top right of the page
2. The New Separation Request form opens with the Separation Details section (Basics and Notice & Leave)

3. Select an employee from the Employee dropdown (searchable)
4. Choose the Separation Type (Resignation, Termination, etc.)
5. Set the Last Working Date
6. Select a Termination Reason
7. Optionally set the Notice Period and Notice Served Date
8. Click Save Draft (top right)

Note: The stepper, completion steps and the Clearance, Exit Interview and activity sections only appear after the first save, when the record has an ID.