Client Services Salesforce

Ending a Job in @Work

Updated on

As clients in @Work leave their jobs or lose their jobs, we need to document this in Salesforce.

This article describes how to end a job in @Work. To learn how to create a job in @Work, click here.

From the Client's @Work Program Engagement.

1. Scroll down to Jobs.

2. Click on the Job Name you'd like to end.

3. Click Edit.

4. Scroll down to Job Start and End Details section.

5. Select the End Date.

6. Select the End Type.

7. Select the End Details.

If the client lost their job through no fault of their own, check Retention Override.

8. Click Save.

The Job has been ended.

Ended.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article Creating a Job Organization
Next Article Adding a Document to a Client's Files