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Employee exits and offboarding

Manage resignation reviews, offboarding and clearance work. Keep the employee exit process connected to HR and final settlement responsibilities.

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Scenario#

An employee submits a resignation, HR reviews the exit details and departments complete their clearance work before payroll prepares the settlement.

Steps#

  1. Review the exit

    Keep the resignation or exit record with its decision context. Authorized participants review the request and the relevant employment details.

  2. Coordinate clearance

    Use the configured offboarding and clearance steps to track remaining responsibilities. Make unfinished handovers visible to the people who need to act.

  3. Close the employment workflow

    Review the remaining documents and payroll handoff. Final settlement is handled through the payroll workflow with the relevant financial permissions.

See Employee exits and offboarding on the product site

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