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How to Create An Employee Termination Case

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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".

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