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Instructions : Properly Performing Exit Audit Workflow:
1. Navigate to the “Job Order Page” in bond for the consultant of who’s
assignment you wish to end. You can do this by typing the 5 digit Bond
# into the Quick Search Bar, and then the following page will appear. In
the Left hand column Click – “Contractor’s Assigned”
2. From the “Contractor Assigned” page, click the “Assignment start
date” to access the “Assignment Record” for your consultant where you
can end the assignment and generate and “ExitAudit Email”
3. From the Assignment Record in the right hand column scroll to
Assignment Activities and then choose End Assignment
5. An email will appear in outlook addressed to
[email protected] with an Exit Audit Attached.
Open the attachment, and then enter in all of the comment sections the
information regarding your consultant’s end date. If you have a letter of
Resignation from your consultant you will also need to attach that to the
email. Once completed, click Save to save the file back to the email, then
hit send.
6. You have now successfully ended your consultants assignment and
notified the appropriate parties.