Add Customized Separation Rule

Add Customized Separation Rule

Separation Reason allows you to configure additional separation reasons apart from the pre-existing separation rules (Resignation, Involuntary Termination, Termination with Cause, Retirement, Death, Disability) 

How to Add a Custom Separation Reason?

3. Click on Add

 In the Separation Reason Name field, you can specify or name the reason for the employee's separation

• Selecting Yes, you can apply the same Unvested and Vested Awards rule for all existing plan(s) or grant(s) 
• Selecting No, you can select the Unvested and Vested Awards rule for all existing plan(s) and their associated grant(s) individually.  

Do you want to enable tenure-based separation policy?

• No (default)
• By enabling this feature, you can define different separation policies based on the employee's length of service or tenure.

Here, the selection of Unvested and Vested Awards rule applied for No Plan will reflect for all the grants that have been created without associating any Plan. 

Once added successfully, the created Custom Separation Reason will be reflected accordingly based on the selection for all existing and newly created plan(s) and grant(s). 

Edit Custom Separation Reason 
 Clicking on Edit Icon, you will have the ability to Edit the name of the Custom Separation Reason selected. This will reflect accordingly for all existing and newly created plan(s) and grant(s). 

Delete Custom Separation Reason

Clicking on Delete, you will have the ability to delete the selected Custom Separation. 

Note: Custom Separation Reason cannot be deleted if it is used to separate a stakeholder.