How to use the Remove wizard

The Remove wizard is a very helpful OMS tool to help users update records in one easy step. It will allow users to Terminate or Resign a person, change the Home Territory, Retire, or Promote To Glory. The benefit of the Remove wizard is that it will add end dates, change person types, change person status, etc in one step rather than forcing the user to manually update each field.

Step-by-step guide

Resign or Terminate a person:

1. Load the person record to be changed
2. Click the "Remove" menu option
3. Remove wizard defaults to "Remove from Service"
4. Click "Next"
5. Enter the "Effective Date"
6. Choose either "Resigned" OR "Terminated"
7. Comments/Confidential are optional
8. If person is married, the user will have option to apply the change to the spouse
9. Click "Next"
10. Verify the information before the changes are executed
11. Click "Remove"

Change the Home Territory:

1. Load the person record to be changed
2. Click the "Remove" menu option
3. Select the "Change Home Territory" option
4. Click "Next"
5. Enter the "Effective Date"
6. Select the new Home Territory
7. Comments/Confidential are optional
8. If person is married, the user will have option to apply the change to the spouse
9. Click "Next"
10. Verify the information before the changes are executed
11. Click "Change"

Retire a person:

1. Load the person record to be changed
2. Click the "Remove" menu option
3. Select the "Retire" option
4. Click "Next"
5. Enter the "Effective Date" (same as "Retired Date")
6. Verify/Edit the retirement due date
7. Comments/Confidential are optional
8. Verify the retirement territory/division
9. If person is married, the user will have option to apply the change to the spouse
10. Click "Next"
11. Verify the information before the changes are executed
12. Click "Retire"

PTG a person:

1. Load the person record to be promoted to glory
2. Click the "Remove" menu option
3. Select the "Promote To Glory" option
4. Click "Next"
5. Enter the "Effective Date"
6. Comments/Confidential are optional
7. Click "Next"
8. Verify the information before the changes are executed
9. Click "Promote"