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Contract Terminations Manual

The Terminations App is designed to help you manage contract terminations. Within this application, you can view a detailed list of terminations, search and filter records, add or remove supporting documents, edit termination details, and export termination data.

1. Navigation and Layout

Location Indicator:
At the top of the page, a breadcrumb navigation bar shows your current location (e.g., “Contracts > Terminations”), helping you understand where you are in the Contracts App.

Module Buttons

Module Switching:
Button group includes: - Contracts: View all contracts - Additions: View contract additions - Terminations: View all terminations.

Visual Cues:
The active module (Terminations) is highlighted.

Overall Layout

Main Content Area:
Displays the termination records table.

Search and Filters:
Use the search bar or filter form to narrow down records.

2. The Terminations Table

Table Headers and Their Meanings

  • Contract Number: Unique ID of the original contract
  • Employee: Full name and position (clickable to profile)
  • Employer: Name and ID of employer/department (clickable)
  • Notice Period: Date the notice period starts
  • Termination Type: Category of termination (voluntary, involuntary)
  • Terminated By: Person or authority executing the termination
  • Reason: Short description of termination reason
  • Document: Manage attached documents (view, upload, remove)
  • Created: Date, time, and user who created the record

3. Searching and Filtering

  • Search Field: Type keywords (contract, employee, employer)

Filter Form

Filter by: - Type - Reason - Employee - Terminated By - Notice Period Dates

Table updates instantly based on filters. Reset to view all.

4. Performing Actions on Termination Records

Bulk Actions

  • Generate Documents: Select records → Bulk Action → Generate Documents (modal guided)

Row-Level / Individual Actions

  • Notes: View notes in a modal
  • Edit Termination: Pencil icon opens editable modal
  • Document Actions:
  • View Document: Opens attached file
  • Remove Document: Delete with confirmation
  • Upload Document: Add new document using a modal

5. Exporting Data

  • Export Option: Download filtered termination records as XLSX
  • File auto-named (e.g., “terminations”)

6. Frontend Behavior and Interactivity

  • Pop-up forms for editing, adding, or viewing documents
  • Save to apply changes, Cancel/Close to exit

Real-Time Updates

  • Instant refresh after any action
  • Notifications (toasts): Confirm success or alert errors

Permissions-Based Visibility

  • Only users with correct permissions see/edit/delete options
  • Contact admin if access is missing

7. Troubleshooting and Support

Common Issues and Solutions

  • No Data Appearing: Check/reset filters, refresh the page
  • Modal Errors: Check connection, refresh, check permissions
  • Permission Errors: Contact system admin for help

General Help

This detailed manual helps you use Pulsawork’s Contract Terminations App efficiently, from simple searches to bulk actions and AI-powered data extraction. Happy working! 🚀

If you encounter issues or have questions:

  • Contact your HR Administration for guidance.
  • Online Resources: Check the Pulsawork Help Center for tutorials and FAQs.
  • Pulsawork Support: Reach out via the support portal.

By following this manual, non-technical users can easily navigate the Terminations App, search/filter records, manage documents, perform bulk actions, and export data. Enjoy your streamlined experience managing terminations!

Frequently Asked Questions (FAQ)

What is the Terminations App used for?

The Terminations App is used to manage and track contract terminations, including recording termination details, uploading supporting documents, and exporting data.

How do I create a new termination record?

Termination records are typically created through the contract workflow. To add termination details, navigate to the contract, click "Terminate", and fill out the required information in the modal.

Can I edit a termination record after it is created?

Yes, click the pencil icon next to the termination record to open the editable modal form and update the details.

What is the 'Notice Period' field used for?

The Notice Period field captures the date when the termination notice is officially given. It helps track timelines for contract closure.

How do I upload a document to a termination record?

Click the 'Add Document' button or the document icon next to the record. A modal will open where you can upload a file like a termination letter.

Can I remove a document from a termination record?

Yes, if you have the required permissions. Click the 'X' icon next to the document to remove it. You’ll be asked to confirm the removal.

How can I filter termination records by termination type or reason?

Use the filter form at the top of the page. Select the termination type or reason from the dropdowns to refine the list.

What happens if I apply filters but no results appear?

Double-check your filters or clear them to refresh the list. Filters like date ranges or specific employee names may hide records if incorrectly set.

Can I generate termination documents for multiple records at once?

Yes, select the desired termination records using checkboxes, then use the 'Generate Documents' bulk action to create official files.

What does the 'Terminated By' field represent?

It shows the name or authority that executed the termination, e.g., HR, manager, or legal representative.

Can I export the termination records for reporting?

Yes, use the Export button to download the visible (filtered) termination records into an XLSX file.

How do I view the full termination reason if it’s cut off in the table?

Hover over the Reason field or click the Notes icon (if available) to see the full reason text or detailed note.

What happens after I edit a termination or upload a document?

The table refreshes automatically to reflect your changes, and you may see a success notification (toast).

Why don’t I see the 'Edit' or 'Delete' options for some terminations?

Your user role might not have permission to perform those actions. Contact your administrator to verify your access rights.

Where can I get help if I encounter an issue in the Terminations App?

Use the Help icon in the app or contact your HR or IT support team for additional assistance.

How does the page look like?

Contracts Termination Table Example