Article Contents
Overview
A Compliance Officer can add offboard employees removing them from the system.
User Account Requirements
The user account used to log into Kroll's Managed Compliance Software must have Compliance Officer permission to access the SMCR Management section.
Navigation
- From the Home screen, click on the Home dropdown menu.
Home Dropdown Menu
- Click the SMCR Management link.
SMCR Management Link
- From the Employees screen, click an Employee link.
Employee Link
Off Boarding an Employee
- From the Employee screen, scroll to the bottom of the screen.
Employee Screen
- Click the Offboard Employee button.
Offboard Employee Button
- From the Offboard Form tab, select the employee's last day of employment from the Calendar pop-up under the Final Day of Employment field by clicking a Date.
Calendar Pop-up
- Select an option to the question: Have you submitted the relevant notification form to the FCA or updated the FCA's Directory as required? field.
Have you submitted the relevant notification form to the FCA or updated the FCA's Directory as required?
- Select the Yes radio button under the Are you sure you want to offboard this employee? to continue the offboard process.
Are you sure you want to offboard this employee?
- Click the Supporting Documents tab.
Supporting Documents Tab
- From the Supporting Documents tab, include support documentation by dragging and dropping files into the designated area on the Attachments field or select the top proportion of the Attachments field and select a file from the connected PC.
Attachments Field
- Click the designated area on the Attachments field to add a web link. For more information on adding a web link to the project, see the Adding a Web Link article.
Web Link
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(Optional) Click the following icons to edit or delete an image from the request:
- Edit: Click the Edit icon to rename the file.
- Delete: Click the Delete icon to remove the file from the request.
Edit and Delete Icons
- Click the Offboarding Form tab.
Offboarding Form Tab
- From the Offboarding Form tab, click the Off-Board Employee button.
Offboard Employee Button