Offboard an Employee (end-to-end)¶
This walkthrough takes an employee from resignation through clearance, final settlement, and exit letters. See Offboarding for the reference detail.
Screenshot: Offboarding pipeline — TODO
1. Start the offboarding¶
Open HR Management → Employees, find the person, and choose Offboard Employee from the row ⋯ menu. Record the type (resignation, termination, end of contract), the last working day, and the reason.
2. Run the clearance¶
Work the clearance checklist — each department signs off what the employee must return or hand over:
- Assets returned (see the asset register).
- Document originals returned to the employee (see employee originals).
- IT/access revoked, pending approvals closed, dues recovered.
3. Final settlement (FnF)¶
Generate the full-and-final settlement: the system folds in the last salary (prorated), outstanding leave encashment, pending bonuses, any salary-advance balance to recover, and statutory dues — producing the net FnF amount. Review and approve it; it pays out through payroll.
Recover advances before you pay out
An outstanding salary-advance balance is netted against the FnF. Confirm the clearance and advance balances are correct before approving — the settlement is hard to unwind once paid.
4. Issue exit letters¶
Generate the relieving and experience letters from the offboarding screen
(/hr/offboarding/letters/{id}/...) — branded and ready to hand over. See
HR Documents & Letters.
5. Close out¶
Mark the employee inactive once cleared and settled. Their record, payslips, and documents are retained per your retention policy; exit-interview data feeds engagement & attrition trends.
Done
The employee is cleared, settled, lettered, and deactivated — with a complete, auditable trail.