How to add Contact Information for Termination Process - Add step in Info to Include

Summary:

How to add the Contact Information/Personal Information in the Redwood Termination steps? This is to capture cell phone and personal emails during employee's resignation/termination process flow. We need the information to flow over to the personnel profile.

Me > Show More > Resign from Employment > Info to Include

My Client Groups > Terminate Employment > Select record > Info to Include

Steps:

Step 1: Info to Include

Step 2: When and Why

Step 3: Contact Information (new)

Step 4: Work relationship termination info

Step 6: Seniority Dates

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