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:

Load the person record to be changed
Click the "Remove" menu option
Remove wizard defaults to "Remove from Service"
Click "Next"
Enter the "Effective Date"
Choose either "Resigned" OR "Terminated"
Comments/Confidential are optional
If person is married, the user will have option to apply the change to the spouse
Click "Next"
Verify the information before the changes are executed
Click "Remove"

Change the Home Territory:

Load the person record to be changed
Click the "Remove" menu option
Select the "Change Home Territory" option
Click "Next"
Enter the "Effective Date"
Select the new Home Territory
Comments/Confidential are optional
If person is married, the user will have option to apply the change to the spouse
Click "Next"
Verify the information before the changes are executed
Click "Change"

Retire a person:

Load the person record to be changed
Click the "Remove" menu option
Select the "Retire" option
Click "Next"
Enter the "Effective Date" (same as "Retired Date")
Verify/Edit the retirement due date
Comments/Confidential are optional
Verify the retirement territory/division
If person is married, the user will have option to apply the change to the spouse
Click "Next"
Verify the information before the changes are executed
Click "Retire"

PTG a person:

Load the person record to be promoted to glory
Click the "Remove" menu option
Select the "Promote To Glory" option
Click "Next"
Enter the "Effective Date"
Comments/Confidential are optional
Click "Next"
Verify the information before the changes are executed
Click "Promote"

Note: The Remove wizard is a separate user permission and will only be visible in the menu if enabled for the user.

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