In the Optio Portal, termination rules can be configured at two levels: Company Setup and Plans/Sub-Plans. If both are set, the termination rule defined in the Plan will take precedence.
Step-by-Step Guide
1. Accessing Company Setup
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Navigate to Company Setup
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Log in to the Optio Portal.
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Go to the main menu and select "Company Setup"
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Locate Termination Rules
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Within Company Settings, find the section labeled "Termination Rules".
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Here, you can define global termination rules that apply across all plans unless overridden by specific plan settings.
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Set the Termination Rule
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Define the conditions under which an employee’s access should be terminated.
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Save your changes to apply these rules at the company level.
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2. Setting Termination Rules in Plans or Sub-Plans
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Navigate to the Plans Section
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From the main menu, select "Plans"
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Choose the specific plan or sub-plan for which you want to set termination rules.
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Access the Termination Rules
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Within the plan settings, find the "Termination Rules" section.
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If a termination rule is set here, it will override the rule set in Company Settings for this particular plan.
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Define the Termination Rule
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Set the specific conditions for termination within this plan or sub-plan.
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Save your settings to ensure they take effect.
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