How to create a create An Employee Termination Case In Dynamics:
1. On the Left hand side under "Service" select "Cases".
2. Select "New Case" up above.
- When entering an employee termination, the "Case Title" must be "Employee ID - Name".
- Under "Case Type" hit ENTER, select "Employee Termination".
- In the "Division" drop down, select the appropriate division that applies to the employee. For this example I will use "Management Service Division".
- In the "Employee" drop downn enter the employee name. If the employee is not in the system, you will need to create a "New Record" following these steps here.
1. In the "Description" box enter a brief description of the termination.
2. Once completed click "Save & Close".