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This documentation supports the 23.3 version of BMC Helix for HR Service Management.To view an earlier version, select the version from the Product version menu.

Questionnaire for the offboarding solution

When an employee raises a request to resign from the company, the employee must fill a questionnaire. The set of questions and answers are stored in the case as dynamic fields.

Related topics

Out-of-the-box-content-packs-for-the-offboarding-solution

The following table lists the questions in the questionnaire for the voluntary separation request:

Question

Required

Type

Comments

Employee ID

No

Text

Read-only field. Displays the logged-in user's Corporate ID.

Employee name

No

Text

Read-only field. Displays the logged-in user's name.

Designation

No

Text

Displays the logged-in user's job title.

Joining date

No

Date

Displays the employee's Service Start Date.

Requested exit date

Yes

Date

Tentative exit date at the organization. The final exit date is confirmed and approved by the employee's manager.

Reason for leaving the company

Yes

List

Select an option from the following list: 

  • Relocation
  • Retirement
  • Higher studies
  • Career change
  • Job fit
  • Life circumstance
  • Health issues
  • Deceased
  • Other

Personal email ID

Yes

Text


Enter your personal email ID for further communication such as:

  • Receiving service letter.
  • Receiving link to the Alumni Service Center login.
  • Post-offboarding interactions.

Home address

Yes

Text

Enter valid postal address for further communication.

Personal contact number

Yes

Text

Enter preferred contact number post offboarding.

Additional comments

No

Rich Text

Add comments.

Supporting document

No


Attach supporting documents.

Employee record ID

No

Text

  • Hidden field
  • Populate data from CTM:People form - Record ID

 

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BMC Helix for HR Service Management 23.3