Exit process of an employee

Table of contents

• Under-Review
• Exit in progress
• Exited employees

When an employee resigns, their resignation request is visible in the Inbox or the Exit Process tab for Managers, HR, or Global Admins. This guide explains the steps to handle the request in the Exit Process tab. The new exit process is divided into three tabs under review, exits in progress, and exited employees The first tab is under review.

Under-Review

1. The resignation request will initially appear in the Under-Review phase.
2. Under the Actions column, you will see:
   • Review button: To initiate the review process.
   • Three-dot menu: To view details, send a reminder to the approver, or update the exit details.

Reviewing and Completing Resignation Requests

Managers or administrators must review the exit request. To initiate the review process, click the Review button, which will open a new window.

In this window, you will need to click the Review button again. If necessary, you can modify the exit details by selecting the Edit option.

After reviewing, the system will present you with options to accept, reject, or retain the resignation. You can also specify the employee's last working date and mark them as eligible for rehire if desired. It is essential to provide a mandatory comment before clicking Submit to finalize your actions.

Once the Global Admin or HR Admin completes their review, the request moves to the Exit in Process phase.

Here, you can view the employee details and manage exit actions through icons, with statuses indicated by colours:

• Grey: Action not started.
• Yellow: Action in progress.
• Green: Action completed.

You can click on the manage button to view the Exit actions in detail.

This page is organised into several key sections that relate to the employee exit process. Let’s explore each section in detail.

The Summary section

The summary section gives you a summary of all the exit actions. Here you can click on the pencil icon to edit the last working day.

The asset section

Finances Section

You can review & finalize Employee payroll here. If there are any asset damages you can charge them here. Please refer here to know how to process Full & Final Settlement.

To know more about F&F, please refer to this article.

Survey section

This section includes an employee exit survey that is pre-configured. However, managers and administrators must enable this survey before use. You can also preview the survey to see how it appears to employees using the Preview survey option.

Tasks section

You can manage Exit tasks from this section. To create a new exit task, simply click on the "+ Add new task" button. Additionally, you have the option to import tasks from an existing task list for convenience.

Leave settings section

Apart from these, managers/admins have other section 

Teams

When a Manager or Admin submits their resignation, a specific Team section becomes accessible. This feature allows them to reassign their team members to other managers, facilitating a seamless transition of responsibilities. To modify these assignments, simply click on the Edit button and don't forget to save when you are done.

Also, You can add various filters for searchability by clicking on 3 dots and also down the reports. 

Exited employees

(here also add once the employee notice period is completed they will be in exited employees in other tabs as well add one line on when employee will be in this tab)

On this page you can find the list of exited employees along with exit status along with Exit actions status. Various icons represent tasks related to the exit process, such as asset recovery, payroll finalization, and documentation. If you want to change the exit status, click on the pencil icon.

If in case you want to cancel the Exit request, you can cancel & rejoin the employee by 
clicking the 3 dots option.

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