Employee exits and offboarding
Manage resignation reviews, offboarding and clearance work. Keep the employee exit process connected to HR and final settlement responsibilities.
A practical example for your team
An employee submits a resignation, HR reviews the exit details and departments complete their clearance work before payroll prepares the settlement.
Illustrative workflow. Your setup, access and enabled features determine the available steps.
See how People and HR fits togetherHow employee exits and offboarding works
- 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.
Related People and HR features
HR approval delegation
Delegate HR approval authority for a defined workflow and period. Review active delegations in HR Settings before relying on a backup approver.
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Explore employee directory and recordsRecruitment and interview management
Manage hiring requisitions, candidates and interviews in one HR workflow. Keep the hiring team's context with the candidate pipeline.
Explore recruitment and interview managementOffer preparation and approvals
Prepare employment offers with version history and approval steps. Keep the reviewed offer connected to the candidate and joining process.
Explore offer preparation and approvalsEmployee onboarding
Coordinate joining tasks, employee details and onboarding progress. Give HR and new joiners a shared view of what needs to happen next.
Explore employee onboardingHR forms and employment documents
Coordinate HR forms, agreements, letters and signatures. Keep employment document requests and reviews connected to employee records.
Explore hr forms and employment documentsHR policy acknowledgements
Publish HR policies and follow employee acknowledgements. Connect policy communication to the employee's My HR workspace.
Explore hr policy acknowledgementsWhat to prepare for a walkthrough
Bring your hiring stages, joining checklist, employee document needs and approval responsibilities. Confirm any local employment requirements with your own people team.
Bring an example of this process and the people who need to participate. We can confirm the relevant plan, access and configuration.
Make employee exits and offboarding work for your team.
Tell us what you need to achieve. Your enquiry will include this feature so the conversation starts with the right context.